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SFEPX vs VITSX
SFEPX vs VITSX Comparison
Open Charts SFEPX vs VITSX
Vanguard Total Stock Market Idx I
Price$144.22
Change+$1.35 (+0.94%)
VolumeN/A
Net Assets1.78T
SFEPX vs VITSX Comparison Chart
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SFEPX vs. VITSX commentary
Jan 19, 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 SFEPX is a Hold and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.78T vs. SFEPX (262M). SFEPX pays higher dividends than VITSX: SFEPX (2.16) vs VITSX (1.36). SFEPX was incepted earlier than VITSX: SFEPX (10 years) vs VITSX (28 years). SFEPX is a more actively managed with annual turnover of: 56.00 vs. VITSX (2.00). SFEPX has a lower initial minimum investment than VITSX: SFEPX (0) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 25.26 vs. SFEPX (5.92). VITSX return over 5 years is better than : 76.10 vs. SFEPX (-2.24).
| SFEPX | VITSX | SFEPX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | 1.997 | 2.247 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 1.78T | 0% |
| Annual Yield % from dividends | 2.16 | 1.36 | 158% |
| Returns for 1 year | 5.92 | 25.26 | 23% |
| Returns for 3 years | -20.88 | 28.96 | -72% |
| Returns for 5 years | -2.24 | 76.10 | -3% |
| Returns for 10 years | N/A | 195.59 | - |