SRFMX
Price
$13.22
Change
-$0.53 (-3.85%)
Updated
Apr 3 closing price
Net Assets
91.53M
VFFSX
Price
$263.98
Change
-$13.42 (-4.84%)
Updated
Apr 3 closing price
Net Assets
1.4T
Ad is loading...

SRFMX vs VFFSX

Header iconSRFMX vs VFFSX Comparison
Open Charts SRFMX vs VFFSXBanner chart's image
Sarofim Equity
Price$13.22
Change-$0.53 (-3.85%)
VolumeN/A
Net Assets91.53M
Vanguard 500 Index Institutional Select
Price$263.98
Change-$13.42 (-4.84%)
VolumeN/A
Net Assets1.4T
SRFMX vs VFFSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
SRFMX vs. VFFSX commentary
Apr 04, 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 Hold and VFFSX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.4T vs. SRFMX (91.5M). VFFSX pays higher dividends than SRFMX: VFFSX (1.36) vs SRFMX (0.48). SRFMX was incepted earlier than VFFSX: SRFMX (11 years) vs VFFSX (9 years). SRFMX (0.80) is less costly to investors than VFFSX (0.01). 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 : 8.88 vs. SRFMX (-10.95). VFFSX return over 5 years is better than : 128.09 vs. SRFMX (32.86).
SRFMXVFFSXSRFMX / VFFSX
Total Expense Ratio0.700.017,000%
Annual Report Gross Expense Ratio0.800.018,000%
Fund Existence11 years9 years-
Gain YTD-2.314-3.58365%
Front LoadN/AN/A-
Min. Initial Investment250050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets91.5M1.4T0%
Annual Yield % from dividends0.481.3636%
Returns for 1 year-10.958.88-123%
Returns for 3 years-16.5323.90-69%
Returns for 5 years32.86128.0926%
Returns for 10 years43.66N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
UFIV49.210.46
+0.94%
US Treasury 5 Year Note ETF
JOJO15.280.11
+0.73%
ATAC Credit Rotation ETF
TIPX19.220.14
+0.73%
SPDR® Blmbg 1-10 Year TIPS ETF
IBMQ25.350.09
+0.36%
iShares iBonds Dec 2028 Term Muni Bd ETF
PGHY19.62-0.16
-0.81%
Invesco Glb ex-US High Yld Corp Bd ETF