Ad is loading...
SFEPX vs VTSMX
SFEPX vs VTSMX Comparison
Open Charts SFEPX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
SFEPX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SFEPX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. SFEPX (262M). SFEPX pays higher dividends than VTSMX: SFEPX (2.16) vs VTSMX (1.26). SFEPX was incepted earlier than VTSMX: SFEPX (10 years) vs VTSMX (33 years). SFEPX is a more actively managed with annual turnover of: 56.00 vs. VTSMX (2.00). SFEPX has a lower initial minimum investment than VTSMX: SFEPX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. SFEPX (5.92). VTSMX return over 5 years is better than : 76.07 vs. SFEPX (-2.24).
| SFEPX | VTSMX | SFEPX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 33 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 | 1.26 | 171% |
| Returns for 1 year | 5.92 | 25.24 | 23% |
| Returns for 3 years | -20.88 | 28.94 | -72% |
| Returns for 5 years | -2.24 | 76.07 | -3% |
| Returns for 10 years | N/A | 194.99 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...