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STBIX vs VTSAX
STBIX vs VTSAX Comparison
Open Charts STBIX vs VTSAX
State Street Equity 500 Index Svc
Price$513.45
Change+$1.28 (+0.25%)
VolumeN/A
Net Assets13.43B
Vanguard Total Stock Mkt Idx Adm
Price$163.82
Change+$0.69 (+0.42%)
VolumeN/A
Net Assets2.05T
STBIX vs VTSAX Comparison Chart in %
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STBIX vs. VTSAX commentary
Dec 04, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. STBIX (13.4B). STBIX (1.15) and VTSAX (1.11) have matching dividends . STBIX was incepted earlier than VTSAX: STBIX (23 years) vs VTSAX (25 years). STBIX (0.35) is less costly to investors than VTSAX (0.04). STBIX is a more actively managed with annual turnover of: 4.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than STBIX: VTSAX (3000) vs STBIX (25000000). STBIX annual gain was more profitable for investors over the last year : 13.75 vs. VTSAX (11.45). STBIX return over 5 years is better than : 90.96 vs. VTSAX (77.21).
| STBIX | VTSAX | STBIX / VTSAX | |
| Total Expense Ratio | 0.27 | 0.04 | 675% |
| Annual Report Gross Expense Ratio | 0.35 | 0.04 | 875% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 16.854 | 15.513 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 2.05T | 1% |
| Annual Yield % from dividends | 1.15 | 1.11 | 104% |
| Returns for 1 year | 13.75 | 11.45 | 120% |
| Returns for 3 years | 70.74 | 64.46 | 110% |
| Returns for 5 years | 90.96 | 77.21 | 118% |
| Returns for 10 years | 225.51 | 223.73 | 101% |
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