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STBIX vs VTSMX
STBIX vs VTSMX Comparison
Open Charts STBIX vs VTSMX
State Street Equity 500 Index Svc
Price$478.70
Change+$1.91 (+0.40%)
VolumeN/A
Net Assets12.06B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
STBIX vs VTSMX Comparison Chart in %
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STBIX vs. VTSMX commentary
Jul 28, 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: 1.91T vs. STBIX (12.1B). STBIX pays higher dividends than VTSMX: STBIX (1.28) vs VTSMX (1.12). 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 : 19.54 vs. VTSMX (17.75). STBIX return over 5 years is better than : 104.51 vs. VTSMX (93.51).
| 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 | 9.217 | 8.287 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 1.91T | 1% |
| Annual Yield % from dividends | 1.28 | 1.12 | 114% |
| Returns for 1 year | 19.54 | 17.75 | 110% |
| Returns for 3 years | 66.66 | 60.60 | 110% |
| Returns for 5 years | 104.51 | 93.51 | 112% |
| Returns for 10 years | 206.10 | 200.97 | 103% |
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