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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
Jun 24, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.7T vs. SRFMX (66.3M). VFIAX pays higher dividends than SRFMX: VFIAX (1.02) vs SRFMX (0.42). SRFMX was incepted earlier than VFIAX: SRFMX (12 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 : 24.06 vs. SRFMX (-15.81). VFIAX return over 5 years is better than : 75.29 vs. SRFMX (-28.50).
| 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 | 12 years | 26 years | - |
| Gain YTD | 1.743 | 9.438 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.3M | 1.7T | 0% |
| Annual Yield % from dividends | 0.42 | 1.02 | 41% |
| Returns for 1 year | -15.81 | 24.06 | -66% |
| Returns for 3 years | -17.90 | 71.97 | -25% |
| Returns for 5 years | -28.50 | 75.29 | -38% |
| Returns for 10 years | 40.64 | 268.60 | 15% |
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