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SRFMX vs VFIAX
SRFMX vs VFIAX Comparison
Open Charts SRFMX vs VFIAX
SRFMX vs VFIAX Comparison Chart in %
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SRFMX vs. VFIAX commentary
Aug 23, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.69T vs. SRFMX (69.2M). VFIAX pays higher dividends than SRFMX: VFIAX (1.06) vs SRFMX (0.37). SRFMX was incepted earlier than VFIAX: SRFMX (13 years) vs VFIAX (26 years). SRFMX (0.84) is less costly to investors than VFIAX (0.04). SRFMX is a more actively managed with annual turnover of: 12.00 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 : 20.50 vs. SRFMX (-14.87). VFIAX return over 5 years is better than : 72.92 vs. SRFMX (-29.53).
| SRFMX | VFIAX | SRFMX / VFIAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.84 | 0.04 | 2,100% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 6.190 | 12.253 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.2M | 1.69T | 0% |
| Annual Yield % from dividends | 0.37 | 1.06 | 35% |
| Returns for 1 year | -14.87 | 20.50 | -73% |
| Returns for 3 years | -15.85 | 75.09 | -21% |
| Returns for 5 years | -29.53 | 72.92 | -40% |
| Returns for 10 years | 37.57 | 251.00 | 15% |
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