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STBIX vs VTSMX
STBIX vs VTSMX Comparison
Open Charts STBIX vs VTSMX
State Street Equity 500 Index Svc
Price$487.38
Change+$1.05 (+0.22%)
VolumeN/A
Net Assets12.47B
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
STBIX vs VTSMX Comparison Chart in %
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STBIX vs. VTSMX commentary
Sep 09, 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: 1.95T vs. STBIX (12.5B). STBIX pays higher dividends than VTSMX: STBIX (1.22) vs VTSMX (1.07). STBIX was incepted earlier than VTSMX: STBIX (23 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 : 18.97 vs. VTSMX (18.03). STBIX return over 5 years is better than : 94.60 vs. VTSMX (84.94).
| 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 | 33 years | - |
| Gain YTD | 10.958 | 10.330 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 1.95T | 1% |
| Annual Yield % from dividends | 1.22 | 1.07 | 115% |
| Returns for 1 year | 18.97 | 18.03 | 105% |
| Returns for 3 years | 69.53 | 63.63 | 109% |
| Returns for 5 years | 94.60 | 84.94 | 111% |
| Returns for 10 years | 229.65 | 224.15 | 102% |
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