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SFECX vs VTSMX
SFECX vs VTSMX Comparison
Open Charts SFECX vs VTSMX
Guggenheim StylePlus - Large Core C
Price$11.81
Change-$0.03 (-0.25%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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SFECX vs VTSMX Comparison Chart
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SFECX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T 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 (32 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 : 33.67 vs. VTSMX (31.53). VTSMX return over 5 years is better than : 85.64 vs. SFECX (-11.43).
| SFECX | VTSMX | SFECX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 20.510 | 18.617 | 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 | 1.26 | 322% |
| Returns for 1 year | 33.67 | 31.53 | 107% |
| Returns for 3 years | -31.64 | 25.35 | -125% |
| Returns for 5 years | -11.43 | 85.64 | -13% |
| Returns for 10 years | -38.35 | 187.59 | -20% |