Ad is loading...
Ad is loading...
SFECX vs VTSMX
SFECX vs VTSMX Comparison
Open Charts SFECX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
SFECX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SFECX vs. VTSMX commentary
Nov 18, 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 VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. SFECX (263M). SFECX pays higher dividends than VTSMX: SFECX (4.07) vs VTSMX (1.26). SFECX was incepted earlier than VTSMX: SFECX (26 years) vs VTSMX (33 years). SFECX is a more actively managed with annual turnover of: 56.00 vs. VTSMX (2.00). SFECX has a lower initial minimum investment than VTSMX: SFECX (2500) vs VTSMX (3000). SFECX annual gain was more profitable for investors over the last year : 32.30 vs. VTSMX (30.52). VTSMX return over 5 years is better than : 83.72 vs. SFECX (-12.64).
| SFECX | VTSMX | SFECX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 24.184 | 22.392 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 1.73T | 0% |
| Annual Yield % from dividends | 4.07 | 1.26 | 322% |
| Returns for 1 year | 32.30 | 30.52 | 106% |
| Returns for 3 years | -34.55 | 19.91 | -173% |
| Returns for 5 years | -12.64 | 83.72 | -15% |
| Returns for 10 years | -38.70 | 186.07 | -21% |