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SFEPX vs VTSMX
SFEPX vs VTSMX Comparison
Open Charts SFEPX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SFEPX vs VTSMX Comparison Chart
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SFEPX vs. VTSMX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SFEPX (257M). 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 : 17.60 vs. SFEPX (-1.34). VTSMX return over 5 years is better than : 74.84 vs. SFEPX (-3.01).
| 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 | 1.098 | 2.121 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 1.84T | 0% |
| Annual Yield % from dividends | 2.16 | 1.26 | 171% |
| Returns for 1 year | -1.34 | 17.60 | -8% |
| Returns for 3 years | -16.42 | 36.78 | -45% |
| Returns for 5 years | -3.01 | 74.84 | -4% |
| Returns for 10 years | N/A | 180.15 | - |
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