SRFMX
Price
$14.66
Change
+$0.09 (+0.62%)
Updated
Jan 23 closing price
Net Assets
102.51M
VFFSX
Price
$299.53
Change
+$1.59 (+0.53%)
Updated
Jan 23 closing price
Net Assets
1.35T
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SRFMX vs VFFSX

Header iconSRFMX vs VFFSX Comparison
Open Charts SRFMX vs VFFSXBanner chart's image
Sarofim Equity
Price$14.66
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets102.51M
Vanguard 500 Index Institutional Select
Price$299.53
Change+$1.59 (+0.53%)
VolumeN/A
Net Assets1.35T
SRFMX vs VFFSX Comparison Chart
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SRFMX vs. VFFSX commentary
Jan 24, 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 SRFMX is a Buy and VFFSX is a Hold.

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FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.35T vs. SRFMX (103M). VFFSX pays higher dividends than SRFMX: VFFSX (1.33) vs SRFMX (0.69). SRFMX was incepted earlier than VFFSX: SRFMX (11 years) vs VFFSX (9 years). SRFMX is a more actively managed with annual turnover of: 6.00 vs. VFFSX (2.00). SRFMX has a lower initial minimum investment than VFFSX: SRFMX (2500) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 25.24 vs. SRFMX (-1.27). VFFSX return over 5 years is better than : 84.90 vs. SRFMX (10.21).
SRFMXVFFSXSRFMX / VFFSX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years9 years-
Gain YTD3.4073.54196%
Front LoadN/AN/A-
Min. Initial Investment250050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets103M1.35T0%
Annual Yield % from dividends0.691.3352%
Returns for 1 year-1.2725.24-5%
Returns for 3 years-9.3438.58-24%
Returns for 5 years10.2184.9012%
Returns for 10 years53.53N/A-
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