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STBIX vs VTSMX
STBIX vs VTSMX Comparison
Open Charts STBIX vs VTSMX
State Street Equity 500 Index Svc
Price$515.32
Change-$6.16 (-1.18%)
VolumeN/A
Net Assets13.61B
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
STBIX vs VTSMX Comparison Chart in %
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STBIX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. STBIX (13.6B). STBIX pays higher dividends than VTSMX: STBIX (1.15) vs VTSMX (1.02). STBIX was incepted earlier than VTSMX: STBIX (23 years) vs VTSMX (34 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 (14.56) and VTSMX (14.32) have marching annual gain over last year. STBIX return over 5 years is better than : 90.13 vs. VTSMX (76.71).
| STBIX | VTSMX | STBIX / VTSMX | |
| Total Expense Ratio | 0.27 | 0.14 | 193% |
| Annual Report Gross Expense Ratio | 0.35 | 0.14 | 250% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 17.572 | 17.313 | 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 | 1.02 | 113% |
| Returns for 1 year | 14.56 | 14.32 | 102% |
| Returns for 3 years | 84.54 | 78.67 | 107% |
| Returns for 5 years | 90.13 | 76.71 | 117% |
| Returns for 10 years | 228.86 | 232.18 | 99% |
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