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SFECX vs VTSAX
SFECX vs VTSAX Comparison
Open Charts SFECX vs VTSAX
Guggenheim StylePlus - Large Core C
Price$11.81
Change-$0.03 (-0.25%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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SFECX vs VTSAX Comparison Chart
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SFECX vs. VTSAX commentary
Sep 21, 2024
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 SFECX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SFECX (263M). SFECX pays higher dividends than VTSAX: SFECX (4.07) vs VTSAX (1.35). SFECX was incepted earlier than VTSAX: SFECX (26 years) vs VTSAX (24 years). SFECX is a more actively managed with annual turnover of: 56.00 vs. VTSAX (2.00). SFECX has a lower initial minimum investment than VTSAX: SFECX (2500) vs VTSAX (3000). SFECX annual gain was more profitable for investors over the last year : 33.67 vs. VTSAX (31.56). VTSAX return over 5 years is better than : 85.68 vs. SFECX (-11.43).
| SFECX | VTSAX | SFECX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 20.510 | 18.645 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 1.72T | 0% |
| Annual Yield % from dividends | 4.07 | 1.35 | 301% |
| Returns for 1 year | 33.67 | 31.56 | 107% |
| Returns for 3 years | -31.64 | 25.35 | -125% |
| Returns for 5 years | -11.43 | 85.68 | -13% |
| Returns for 10 years | -38.35 | 188.32 | -20% |
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