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SFEPX vs VTSMX
SFEPX vs VTSMX Comparison
Open Charts SFEPX vs VTSMX
Guggenheim StylePlus - Large Core P
Price$23.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$137.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SFEPX vs VTSMX Comparison Chart
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SFEPX vs. VTSMX commentary
Sep 21, 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 StrongSell and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SFEPX (258M). SFEPX pays higher dividends than VTSMX: SFEPX (2.16) vs VTSMX (1.26). SFEPX was incepted earlier than VTSMX: SFEPX (9 years) vs VTSMX (32 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 : 29.38 vs. VTSMX (25.89). VTSMX return over 5 years is better than : 82.93 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 | 9 years | 32 years | - |
| Gain YTD | 19.402 | 16.884 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 1.72T | 0% |
| Annual Yield % from dividends | 2.16 | 1.26 | 171% |
| Returns for 1 year | 29.38 | 25.89 | 113% |
| Returns for 3 years | -12.17 | 21.33 | -57% |
| Returns for 5 years | 22.39 | 82.93 | 27% |
| Returns for 10 years | N/A | 178.97 | - |
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