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STBIX vs VSTSX
STBIX vs VSTSX Comparison
Open Charts STBIX vs VSTSX
State Street Equity 500 Index Svc
Price$500.48
Change+$2.62 (+0.53%)
VolumeN/A
Net Assets13.05B
Vanguard Total Stock Mkt Idx Instl Sel
Price$313.67
Change+$1.37 (+0.44%)
VolumeN/A
Net Assets2.02T
STBIX vs VSTSX Comparison Chart in %
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STBIX vs. VSTSX commentary
Oct 19, 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: 2.02T vs. STBIX (13B). STBIX (1.18) and VSTSX (1.15) 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 annual gain was more profitable for investors over the last year : 15.22 vs. VSTSX (13.82). STBIX return over 5 years is better than : 96.75 vs. VSTSX (85.01).
| 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 | 14.187 | 13.029 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 5000000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 2.02T | 1% |
| Annual Yield % from dividends | 1.18 | 1.15 | 103% |
| Returns for 1 year | 15.22 | 13.82 | 110% |
| Returns for 3 years | 83.03 | 76.16 | 109% |
| Returns for 5 years | 96.75 | 85.01 | 114% |
| Returns for 10 years | 228.49 | N/A | - |