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STBIX vs VTSMX
STBIX vs VTSMX Comparison
Open Charts STBIX vs VTSMX
State Street Equity 500 Index Svc
Price$447.52
Change-$5.04 (-1.11%)
VolumeN/A
Net Assets11.24B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
STBIX vs VTSMX Comparison Chart
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STBIX vs. VTSMX commentary
Jun 16, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. STBIX (11.2B). STBIX pays higher dividends than VTSMX: STBIX (1.34) vs VTSMX (1.18). STBIX was incepted earlier than VTSMX: STBIX (22 years) vs VTSMX (33 years). STBIX (0.35) is less costly to investors than VTSMX (0.14). STBIX is a more actively managed with annual turnover of: 4.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than STBIX: VTSMX (3000) vs STBIX (25000000). STBIX annual gain was more profitable for investors over the last year : 11.16 vs. VTSMX (10.06). STBIX return over 5 years is better than : 102.40 vs. VTSMX (91.36).
| STBIX | VTSMX | STBIX / VTSMX | |
| Total Expense Ratio | 0.27 | 0.14 | 193% |
| Annual Report Gross Expense Ratio | 0.35 | 0.14 | 250% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 2.104 | 1.349 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.82T | 1% |
| Annual Yield % from dividends | 1.34 | 1.18 | 113% |
| Returns for 1 year | 11.16 | 10.06 | 111% |
| Returns for 3 years | 63.68 | 57.59 | 111% |
| Returns for 5 years | 102.40 | 91.36 | 112% |
| Returns for 10 years | 186.06 | 178.92 | 104% |
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