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SEEHX vs VFIAX
SEEHX vs VFIAX Comparison
Open Charts SEEHX vs VFIAX
Steward Values Enhanced Lg Cap R6
Price$26.11
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets253.29M
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
SEEHX vs VFIAX Comparison Chart
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SEEHX vs. VFIAX commentary
May 11, 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 SEEHX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. SEEHX (253M). VFIAX pays higher dividends than SEEHX: VFIAX (1.36) vs SEEHX (1.07). SEEHX was incepted earlier than VFIAX: SEEHX (7 years) vs VFIAX (25 years). SEEHX (0.51) is less costly to investors than VFIAX (0.04). SEEHX is a more actively managed with annual turnover of: 7.00 vs. VFIAX (2.00). SEEHX has a lower initial minimum investment than VFIAX: SEEHX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.59 vs. SEEHX (0.11). VFIAX return over 5 years is better than : 93.15 vs. SEEHX (-24.08).
| SEEHX | VFIAX | SEEHX / VFIAX | |
| Total Expense Ratio | 0.51 | 0.04 | 1,275% |
| Annual Report Gross Expense Ratio | 0.51 | 0.04 | 1,275% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | -2.937 | -3.675 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 1.34T | 0% |
| Annual Yield % from dividends | 1.07 | 1.36 | 79% |
| Returns for 1 year | 0.11 | 8.59 | 1% |
| Returns for 3 years | -20.75 | 41.54 | -50% |
| Returns for 5 years | -24.08 | 93.15 | -26% |
| Returns for 10 years | N/A | 169.85 | - |
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