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SRFMX vs VITSX
SRFMX vs VITSX Comparison
Open Charts SRFMX vs VITSX
Vanguard Total Stock Market Idx I
Price$144.06
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SRFMX vs VITSX Comparison Chart
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VS
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SRFMX vs. VITSX commentary
Feb 23, 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 StrongBuy and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.84T vs. SRFMX (96.7M). 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 : 17.61 vs. SRFMX (-6.43). VITSX return over 5 years is better than : 74.84 vs. SRFMX (7.89).
| 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 | 2.626 | 2.134 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.7M | 1.84T | 0% |
| Annual Yield % from dividends | 0.69 | 1.36 | 51% |
| Returns for 1 year | -6.43 | 17.61 | -36% |
| Returns for 3 years | -6.96 | 36.80 | -19% |
| Returns for 5 years | 7.89 | 74.84 | 11% |
| Returns for 10 years | 48.05 | 180.75 | 27% |