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STBIX vs VTSMX
STBIX vs VTSMX Comparison
Open Charts STBIX vs VTSMX
State Street Equity 500 Index Svc
Price$500.48
Change+$2.62 (+0.53%)
VolumeN/A
Net Assets13.05B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
STBIX vs VTSMX Comparison Chart in %
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STBIX vs. VTSMX commentary
Oct 19, 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: 2.02T vs. STBIX (13B). STBIX pays higher dividends than VTSMX: STBIX (1.18) vs VTSMX (1.04). 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 : 15.22 vs. VTSMX (13.79). STBIX return over 5 years is better than : 96.75 vs. VTSMX (84.86).
| 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 | 14.187 | 13.012 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 2.02T | 1% |
| Annual Yield % from dividends | 1.18 | 1.04 | 113% |
| Returns for 1 year | 15.22 | 13.79 | 110% |
| Returns for 3 years | 83.03 | 76.02 | 109% |
| Returns for 5 years | 96.75 | 84.86 | 114% |
| Returns for 10 years | 228.49 | 225.10 | 102% |
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