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STBIX vs VTSMX
STBIX vs VTSMX Comparison
Open Charts STBIX vs VTSMX
State Street Equity 500 Index Svc
Price$514.77
Change+$9.03 (+1.79%)
VolumeN/A
Net Assets14.03B
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
STBIX vs VTSMX Comparison Chart in %
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STBIX vs. VTSMX commentary
Feb 04, 2026
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: 2.06T vs. STBIX (14B). VTSMX (1.00) and STBIX (0.97) have matching dividends . 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 : 16.27 vs. VTSMX (14.79). STBIX return over 5 years is better than : 83.83 vs. VTSMX (68.19).
| 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 | 1.116 | 1.373 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 2.06T | 1% |
| Annual Yield % from dividends | 0.97 | 1.00 | 96% |
| Returns for 1 year | 16.27 | 14.79 | 110% |
| Returns for 3 years | 72.12 | 63.99 | 113% |
| Returns for 5 years | 83.83 | 68.19 | 123% |
| Returns for 10 years | 266.32 | 270.18 | 99% |
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