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SRFMX vs VFIAX
SRFMX vs VFIAX Comparison
Open Charts SRFMX vs VFIAX
Vanguard 500 Index Admiral
Price$610.73
Change-$0.59 (-0.10%)
VolumeN/A
Net Assets1.37T
SRFMX vs VFIAX Comparison Chart in %
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SRFMX vs. VFIAX commentary
Sep 18, 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 StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. SRFMX (89.9M). VFIAX pays higher dividends than SRFMX: VFIAX (1.16) vs SRFMX (0.44). 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 : 17.30 vs. SRFMX (-8.33). VFIAX return over 5 years is better than : 99.06 vs. SRFMX (8.18).
| 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 | 8.295 | 12.657 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.9M | 1.37T | 0% |
| Annual Yield % from dividends | 0.44 | 1.16 | 38% |
| Returns for 1 year | -8.33 | 17.30 | -48% |
| Returns for 3 years | 9.14 | 70.59 | 13% |
| Returns for 5 years | 8.18 | 99.06 | 8% |
| Returns for 10 years | 73.99 | 239.07 | 31% |
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