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SRFMX vs VFIAX
SRFMX vs VFIAX Comparison
Open Charts SRFMX vs VFIAX
Vanguard 500 Index Admiral
Price$614.41
Change+$9.43 (+1.56%)
VolumeN/A
Net Assets1.41T
SRFMX vs VFIAX Comparison Chart in %
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SRFMX vs. VFIAX commentary
Oct 14, 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 VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. SRFMX (88.3M). VFIAX pays higher dividends than SRFMX: VFIAX (1.14) vs SRFMX (0.39). SRFMX was incepted earlier than VFIAX: SRFMX (12 years) vs VFIAX (25 years). SRFMX (0.78) is less costly to investors than VFIAX (0.04). SRFMX is a more actively managed with annual turnover of: 13.00 vs. VFIAX (2.00). SRFMX has a lower initial minimum investment than VFIAX: SRFMX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 12.75 vs. SRFMX (-10.68). VFIAX return over 5 years is better than : 88.07 vs. SRFMX (0.72).
| SRFMX | VFIAX | SRFMX / VFIAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.78 | 0.04 | 1,950% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 6.494 | 11.503 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.3M | 1.41T | 0% |
| Annual Yield % from dividends | 0.39 | 1.14 | 34% |
| Returns for 1 year | -10.68 | 12.75 | -84% |
| Returns for 3 years | 15.53 | 83.11 | 19% |
| Returns for 5 years | 0.72 | 88.07 | 1% |
| Returns for 10 years | 63.02 | 222.80 | 28% |
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