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SFEPX vs VTSMX
SFEPX vs VTSMX Comparison
Open Charts SFEPX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
SFEPX vs VTSMX Comparison Chart
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SFEPX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. SFEPX (231M). SFEPX pays higher dividends than VTSMX: SFEPX (2.84) vs VTSMX (1.25). SFEPX was incepted earlier than VTSMX: SFEPX (10 years) vs VTSMX (33 years). SFEPX (1.34) is less costly to investors than VTSMX (0.14). 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 : 7.35 vs. SFEPX (-9.43). VTSMX return over 5 years is better than : 124.42 vs. SFEPX (25.01).
| SFEPX | VTSMX | SFEPX / VTSMX | |
| Total Expense Ratio | 1.34 | 0.14 | 957% |
| Annual Report Gross Expense Ratio | 1.34 | 0.14 | 957% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | -4.543 | -4.752 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 1.81T | 0% |
| Annual Yield % from dividends | 2.84 | 1.25 | 227% |
| Returns for 1 year | -9.43 | 7.35 | -128% |
| Returns for 3 years | -24.72 | 21.00 | -118% |
| Returns for 5 years | 25.01 | 124.42 | 20% |
| Returns for 10 years | N/A | 166.40 | - |