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SRFMX vs VFINX
SRFMX vs VFINX Comparison
Open Charts SRFMX vs VFINX
SRFMX vs VFINX Comparison Chart in %
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SRFMX vs. VFINX commentary
Sep 13, 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 Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.76T vs. SRFMX (68.5M). VFINX pays higher dividends than SRFMX: VFINX (0.94) vs SRFMX (0.37). SRFMX was incepted earlier than VFINX: SRFMX (13 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 : 15.25 vs. SRFMX (-17.65). VFINX return over 5 years is better than : 70.38 vs. SRFMX (-30.80).
| SRFMX | VFINX | SRFMX / VFINX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.84 | 0.14 | 600% |
| Fund Existence | 13 years | 50 years | - |
| Gain YTD | 5.006 | 11.097 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.5M | 1.76T | 0% |
| Annual Yield % from dividends | 0.37 | 0.94 | 39% |
| Returns for 1 year | -17.65 | 15.25 | -116% |
| Returns for 3 years | -18.09 | 70.24 | -26% |
| Returns for 5 years | -30.80 | 70.38 | -44% |
| Returns for 10 years | 39.37 | 258.28 | 15% |
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