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SFEPX vs VSTSX
SFEPX vs VSTSX Comparison
Open Charts SFEPX vs VSTSX
Guggenheim StylePlus - Large Core P
Price$23.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$270.36
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SFEPX vs VSTSX Comparison Chart
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SFEPX vs. VSTSX 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 SFEPX is a StrongSell and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. SFEPX (258M). SFEPX pays higher dividends than VSTSX: SFEPX (2.16) vs VSTSX (1.36). SFEPX was incepted earlier than VSTSX: SFEPX (9 years) vs VSTSX (8 years). SFEPX is a more actively managed with annual turnover of: 56.00 vs. VSTSX (2.00). SFEPX has a lower initial minimum investment than VSTSX: SFEPX (0) vs VSTSX (5000000000). SFEPX annual gain was more profitable for investors over the last year : 29.38 vs. VSTSX (25.91). VSTSX return over 5 years is better than : 83.06 vs. SFEPX (22.39).
| SFEPX | VSTSX | SFEPX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 19.402 | 16.934 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 1.72T | 0% |
| Annual Yield % from dividends | 2.16 | 1.36 | 158% |
| Returns for 1 year | 29.38 | 25.91 | 113% |
| Returns for 3 years | -12.17 | 21.39 | -57% |
| Returns for 5 years | 22.39 | 83.06 | 27% |
| Returns for 10 years | N/A | N/A | - |
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