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STBIX vs VSTSX
STBIX vs VSTSX Comparison
Open Charts STBIX vs VSTSX
State Street Equity 500 Index Svc
Price$515.32
Change-$6.16 (-1.18%)
VolumeN/A
Net Assets13.61B
Vanguard Total Stock Mkt Idx Instl Sel
Price$325.58
Change-$0.18 (-0.06%)
VolumeN/A
Net Assets2.06T
STBIX vs VSTSX Comparison Chart in %
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STBIX vs. VSTSX commentary
Dec 29, 2025
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 Hold and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.06T vs. STBIX (13.6B). STBIX (1.15) and VSTSX (1.12) have matching dividends . 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 (14.56) and VSTSX (14.34) have marching annual gain over last year. STBIX return over 5 years is better than : 90.13 vs. VSTSX (76.84).
| 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 | 17.572 | 17.321 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 2.06T | 1% |
| Annual Yield % from dividends | 1.15 | 1.12 | 102% |
| Returns for 1 year | 14.56 | 14.34 | 102% |
| Returns for 3 years | 84.54 | 78.80 | 107% |
| Returns for 5 years | 90.13 | 76.84 | 117% |
| Returns for 10 years | 228.86 | N/A | - |
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