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STBIX vs VTSAX
STBIX vs VTSAX Comparison
Open Charts STBIX vs VTSAX
State Street Equity 500 Index Svc
Price$515.32
Change-$6.16 (-1.18%)
VolumeN/A
Net Assets13.61B
Vanguard Total Stock Mkt Idx Adm
Price$165.34
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
STBIX vs VTSAX Comparison Chart in %
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STBIX vs. VTSAX commentary
Dec 27, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. STBIX (13.6B). 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 (14.56) and VTSAX (14.33) have marching annual gain over last year. STBIX return over 5 years is better than : 90.13 vs. VTSAX (76.73).
| 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 | 17.572 | 17.316 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 2.06T | 1% |
| Annual Yield % from dividends | 1.15 | 1.11 | 104% |
| Returns for 1 year | 14.56 | 14.33 | 102% |
| Returns for 3 years | 84.54 | 78.72 | 107% |
| Returns for 5 years | 90.13 | 76.73 | 117% |
| Returns for 10 years | 228.86 | 232.82 | 98% |
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