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STBIX vs VSTSX
STBIX vs VSTSX Comparison
Open Charts STBIX vs VSTSX
State Street Equity 500 Index Svc
Price$487.38
Change+$1.05 (+0.22%)
VolumeN/A
Net Assets12.47B
Vanguard Total Stock Mkt Idx Instl Sel
Price$307.13
Change+$0.80 (+0.26%)
VolumeN/A
Net Assets1.95T
STBIX vs VSTSX Comparison Chart in %
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STBIX vs. VSTSX commentary
Sep 09, 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 Buy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.95T vs. STBIX (12.5B). STBIX (1.22) and VSTSX (1.17) have matching dividends . STBIX was incepted earlier than VSTSX: STBIX (23 years) vs VSTSX (9 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 (18.97) and VSTSX (18.06) have marching annual gain over last year. STBIX return over 5 years is better than : 94.60 vs. VSTSX (85.09).
| 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 | 9 years | - |
| Gain YTD | 10.958 | 10.361 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 1.95T | 1% |
| Annual Yield % from dividends | 1.22 | 1.17 | 104% |
| Returns for 1 year | 18.97 | 18.06 | 105% |
| Returns for 3 years | 69.53 | 63.76 | 109% |
| Returns for 5 years | 94.60 | 85.09 | 111% |
| Returns for 10 years | 229.65 | N/A | - |
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