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STBIX vs VTSMX
STBIX vs VTSMX Comparison
Open Charts STBIX vs VTSMX
State Street Equity 500 Index Svc
Price$513.45
Change+$1.28 (+0.25%)
VolumeN/A
Net Assets13.43B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
STBIX vs VTSMX Comparison Chart in %
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STBIX vs. VTSMX commentary
Dec 04, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. STBIX (13.4B). 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 annual gain was more profitable for investors over the last year : 13.75 vs. VTSMX (11.43). STBIX return over 5 years is better than : 90.96 vs. VTSMX (77.17).
| 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 | 16.854 | 15.489 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 2.05T | 1% |
| Annual Yield % from dividends | 1.15 | 1.02 | 113% |
| Returns for 1 year | 13.75 | 11.43 | 120% |
| Returns for 3 years | 70.74 | 64.40 | 110% |
| Returns for 5 years | 90.96 | 77.17 | 118% |
| Returns for 10 years | 225.51 | 223.01 | 101% |
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