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SFEPX vs VTSMX
SFEPX vs VTSMX Comparison
Open Charts SFEPX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
SFEPX vs VTSMX Comparison Chart
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SFEPX vs. VTSMX commentary
Apr 25, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SFEPX (219M). 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 : 5.27 vs. SFEPX (-11.00). VTSMX return over 5 years is better than : 86.77 vs. SFEPX (4.39).
| 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 | -8.837 | -9.023 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 1.7T | 0% |
| Annual Yield % from dividends | 2.84 | 1.25 | 227% |
| Returns for 1 year | -11.00 | 5.27 | -209% |
| Returns for 3 years | -24.01 | 22.56 | -106% |
| Returns for 5 years | 4.39 | 86.77 | 5% |
| Returns for 10 years | N/A | 150.14 | - |
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