SFEPX
Price
$19.24
Change
+$0.12 (+0.63%)
Updated
Apr 2 closing price
Net Assets
231.4M
VTSAX
Price
$135.36
Change
+$1.08 (+0.80%)
Updated
Apr 2 closing price
Net Assets
1.81T
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SFEPX vs VTSAX

Header iconSFEPX vs VTSAX Comparison
Open Charts SFEPX vs VTSAXBanner chart's image
NAA Large Core P
Price$19.24
Change+$0.12 (+0.63%)
VolumeN/A
Net Assets231.4M
Vanguard Total Stock Mkt Idx Adm
Price$135.36
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
SFEPX vs VTSAX Comparison Chart
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SFEPX vs. VTSAX commentary
Apr 03, 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 Buy and VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. SFEPX (231M). 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 : 7.36 vs. SFEPX (-9.43). VTSAX return over 5 years is better than : 124.44 vs. SFEPX (25.01).
SFEPXVTSAXSFEPX / VTSAX
Total Expense Ratio1.340.043,350%
Annual Report Gross Expense Ratio1.340.043,350%
Fund Existence10 years24 years-
Gain YTD-4.543-4.75696%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets231M1.81T0%
Annual Yield % from dividends2.841.35209%
Returns for 1 year-9.437.36-128%
Returns for 3 years-24.7221.02-118%
Returns for 5 years25.01124.4420%
Returns for 10 yearsN/A166.97-
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