Interact to see
Advertisement
Advertisement
SRFMX vs VFINX
SRFMX vs VFINX Comparison
Open Charts SRFMX vs VFINX
Vanguard 500 Index Investor
Price$613.93
Change+$2.32 (+0.38%)
VolumeN/A
Net Assets1.46T
SRFMX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SRFMX vs. VFINX commentary
Nov 20, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. SRFMX (88.5M). VFINX pays higher dividends than SRFMX: VFINX (1.02) vs SRFMX (0.38). SRFMX was incepted earlier than VFINX: SRFMX (12 years) vs VFINX (49 years). SRFMX (0.78) is less costly to investors than VFINX (0.14). SRFMX is a more actively managed with annual turnover of: 13.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SRFMX: VFINX (0) vs SRFMX (2500). VFINX annual gain was more profitable for investors over the last year : 11.88 vs. SRFMX (-9.89). VFINX return over 5 years is better than : 86.13 vs. SRFMX (0.36).
| SRFMX | VFINX | SRFMX / VFINX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.78 | 0.14 | 557% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 7.561 | 12.705 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.5M | 1.46T | 0% |
| Annual Yield % from dividends | 0.38 | 1.02 | 38% |
| Returns for 1 year | -9.89 | 11.88 | -83% |
| Returns for 3 years | 4.50 | 66.96 | 7% |
| Returns for 5 years | 0.36 | 86.13 | 0% |
| Returns for 10 years | 62.26 | 216.80 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement