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STBIX vs VSTSX
STBIX vs VSTSX Comparison
Open Charts STBIX vs VSTSX
State Street Equity 500 Index Svc
Price$514.77
Change+$9.03 (+1.79%)
VolumeN/A
Net Assets14.03B
Vanguard Total Stock Mkt Idx Instl Sel
Price$325.82
Change+$8.82 (+2.78%)
VolumeN/A
Net Assets2.06T
STBIX vs VSTSX Comparison Chart in %
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STBIX vs. VSTSX commentary
Feb 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is STBIX is a Buy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.06T vs. STBIX (14B). VSTSX pays higher dividends than STBIX: VSTSX (1.12) vs STBIX (0.97). STBIX was incepted earlier than VSTSX: STBIX (23 years) vs VSTSX (10 years). STBIX (0.35) is less costly to investors than VSTSX (0.01). STBIX is a more actively managed with annual turnover of: 4.00 vs. VSTSX (2.00). STBIX has a lower initial minimum investment than VSTSX: STBIX (25000000) vs VSTSX (5000000000). STBIX annual gain was more profitable for investors over the last year : 16.27 vs. VSTSX (14.81). STBIX return over 5 years is better than : 83.83 vs. VSTSX (68.33).
| STBIX | VSTSX | STBIX / VSTSX | |
| Total Expense Ratio | 0.27 | 0.01 | 2,700% |
| Annual Report Gross Expense Ratio | 0.35 | 0.01 | 3,500% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 1.116 | 1.382 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 2.06T | 1% |
| Annual Yield % from dividends | 0.97 | 1.12 | 87% |
| Returns for 1 year | 16.27 | 14.81 | 110% |
| Returns for 3 years | 72.12 | 64.11 | 113% |
| Returns for 5 years | 83.83 | 68.33 | 123% |
| Returns for 10 years | 266.32 | N/A | - |
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