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SFEPX vs VTSMX
SFEPX vs VTSMX Comparison
Open Charts SFEPX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
SFEPX vs VTSMX Comparison Chart
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SFEPX vs. VTSMX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. SFEPX (263M). 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). SFEPX annual gain was more profitable for investors over the last year : 33.24 vs. VTSMX (30.52). VTSMX return over 5 years is better than : 83.72 vs. SFEPX (22.39).
| 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 | 24.873 | 22.392 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 1.73T | 0% |
| Annual Yield % from dividends | 2.16 | 1.26 | 171% |
| Returns for 1 year | 33.24 | 30.52 | 109% |
| Returns for 3 years | -13.15 | 19.91 | -66% |
| Returns for 5 years | 22.39 | 83.72 | 27% |
| Returns for 10 years | N/A | 186.07 | - |