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SFEPX vs VTSAX
SFEPX vs VTSAX Comparison
Open Charts SFEPX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$130.93
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
SFEPX vs VTSAX Comparison Chart
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SFEPX vs. VTSAX commentary
Apr 25, 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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. SFEPX (219M). SFEPX pays higher dividends than VTSAX: SFEPX (2.84) vs VTSAX (1.35). SFEPX was incepted earlier than VTSAX: SFEPX (10 years) vs VTSAX (24 years). SFEPX (1.34) is less costly to investors than VTSAX (0.04). SFEPX is a more actively managed with annual turnover of: 56.00 vs. VTSAX (2.00). SFEPX has a lower initial minimum investment than VTSAX: SFEPX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 5.27 vs. SFEPX (-11.00). VTSAX return over 5 years is better than : 86.80 vs. SFEPX (4.39).
| SFEPX | VTSAX | SFEPX / VTSAX | |
| Total Expense Ratio | 1.34 | 0.04 | 3,350% |
| Annual Report Gross Expense Ratio | 1.34 | 0.04 | 3,350% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -8.837 | -9.019 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 1.7T | 0% |
| Annual Yield % from dividends | 2.84 | 1.35 | 209% |
| Returns for 1 year | -11.00 | 5.27 | -209% |
| Returns for 3 years | -24.01 | 22.59 | -106% |
| Returns for 5 years | 4.39 | 86.80 | 5% |
| Returns for 10 years | N/A | 150.71 | - |
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