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STBIX vs VTSAX
STBIX vs VTSAX Comparison
Open Charts STBIX vs VTSAX
State Street Equity 500 Index Svc
Price$483.55
Change-$1.30 (-0.27%)
VolumeN/A
Net Assets12.26B
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
STBIX vs VTSAX Comparison Chart in %
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STBIX vs. VTSAX commentary
Aug 18, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. STBIX (12.3B). STBIX pays higher dividends than VTSAX: STBIX (1.25) vs VTSAX (1.18). STBIX was incepted earlier than VTSAX: STBIX (22 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 : 17.52 vs. VTSAX (16.22). STBIX return over 5 years is better than : 96.79 vs. VTSAX (85.86).
| STBIX | VTSAX | STBIX / VTSAX | |
| Total Expense Ratio | 0.27 | 0.04 | 675% |
| Annual Report Gross Expense Ratio | 0.35 | 0.04 | 875% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 10.324 | 9.275 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 1.91T | 1% |
| Annual Yield % from dividends | 1.25 | 1.18 | 105% |
| Returns for 1 year | 17.52 | 16.22 | 108% |
| Returns for 3 years | 53.19 | 46.82 | 114% |
| Returns for 5 years | 96.79 | 85.86 | 113% |
| Returns for 10 years | 208.12 | 203.17 | 102% |
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