Interact to see
Advertisement
Advertisement
SRFMX vs VFINX
SRFMX vs VFINX Comparison
Open Charts SRFMX vs VFINX
SRFMX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SRFMX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.7T vs. SRFMX (66.3M). VFINX pays higher dividends than SRFMX: VFINX (0.93) vs SRFMX (0.42). SRFMX was incepted earlier than VFINX: SRFMX (12 years) vs VFINX (50 years). SRFMX (0.84) is less costly to investors than VFINX (0.14). SRFMX is a more actively managed with annual turnover of: 12.00 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 : 24.06 vs. SRFMX (-15.81). VFINX return over 5 years is better than : 75.29 vs. SRFMX (-28.50).
| SRFMX | VFINX | SRFMX / VFINX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.84 | 0.14 | 600% |
| Fund Existence | 12 years | 50 years | - |
| Gain YTD | 1.743 | 9.418 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.3M | 1.7T | 0% |
| Annual Yield % from dividends | 0.42 | 0.93 | 45% |
| Returns for 1 year | -15.81 | 24.06 | -66% |
| Returns for 3 years | -17.90 | 71.96 | -25% |
| Returns for 5 years | -28.50 | 75.29 | -38% |
| Returns for 10 years | 40.64 | 268.55 | 15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HIOCX | 20.46 | N/A | N/A |
| Hartford International Opportunities C | |||
| LZIEX | 20.67 | N/A | N/A |
| Lazard International Equity Instl | |||
| GSVUX | 19.09 | N/A | N/A |
| Goldman Sachs Large Cap Value R6 | |||
| WCERX | 10.28 | N/A | N/A |
| Virtus Westchester Event-Driven Fd A | |||
| RSLDX | 84.76 | -1.91 | -2.20% |
| American Funds SMALLCAP World R5E | |||