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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
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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.69T vs. SRFMX (69.2M). VFINX pays higher dividends than SRFMX: VFINX (0.97) 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 : 20.50 vs. SRFMX (-14.87). VFINX return over 5 years is better than : 72.92 vs. SRFMX (-29.53).
| 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 | 6.190 | 12.242 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.2M | 1.69T | 0% |
| Annual Yield % from dividends | 0.37 | 0.97 | 38% |
| Returns for 1 year | -14.87 | 20.50 | -73% |
| Returns for 3 years | -15.85 | 75.08 | -21% |
| Returns for 5 years | -29.53 | 72.92 | -40% |
| Returns for 10 years | 37.57 | 251.01 | 15% |
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