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SRFMX vs VITSX
SRFMX vs VITSX Comparison
Open Charts SRFMX vs VITSX
Vanguard Total Stock Market Idx I
Price$147.10
Change+$0.75 (+0.51%)
VolumeN/A
Net Assets1.78T
SRFMX vs VITSX Comparison Chart
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VS
VS
SRFMX vs. VITSX commentary
Jan 24, 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 Buy and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.78T vs. SRFMX (103M). VITSX pays higher dividends than SRFMX: VITSX (1.36) vs SRFMX (0.69). SRFMX was incepted earlier than VITSX: SRFMX (11 years) vs VITSX (28 years). SRFMX is a more actively managed with annual turnover of: 6.00 vs. VITSX (2.00). SRFMX has a lower initial minimum investment than VITSX: SRFMX (2500) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 24.81 vs. SRFMX (-1.27). VITSX return over 5 years is better than : 80.57 vs. SRFMX (10.21).
| SRFMX | VITSX | SRFMX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 3.407 | 3.758 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 1.78T | 0% |
| Annual Yield % from dividends | 0.69 | 1.36 | 51% |
| Returns for 1 year | -1.27 | 24.81 | -5% |
| Returns for 3 years | -9.34 | 36.42 | -26% |
| Returns for 5 years | 10.21 | 80.57 | 13% |
| Returns for 10 years | 53.53 | 195.41 | 27% |
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