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SFEPX vs VTSAX
SFEPX vs VTSAX Comparison
Open Charts SFEPX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
SFEPX vs VTSAX Comparison Chart
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SFEPX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. SFEPX (262M). SFEPX pays higher dividends than VTSAX: SFEPX (2.16) vs VTSAX (1.35). SFEPX was incepted earlier than VTSAX: SFEPX (10 years) vs VTSAX (24 years). 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 : 25.26 vs. SFEPX (5.92). VTSAX return over 5 years is better than : 76.10 vs. SFEPX (-2.24).
| SFEPX | VTSAX | SFEPX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 1.997 | 2.241 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 1.78T | 0% |
| Annual Yield % from dividends | 2.16 | 1.35 | 159% |
| 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 | 195.63 | - |
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