SRFMX
Price
$16.78
Change
+$0.08 (+0.48%)
Updated
Dec 20 closing price
VSMPX
Price
$267.71
Change
+$2.94 (+1.11%)
Updated
Dec 20 closing price
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SRFMX vs VSMPX

Header iconSRFMX vs VSMPX Comparison
Open Charts SRFMX vs VSMPXBanner chart's image
Sarofim Equity
Price$16.78
Change+$0.08 (+0.48%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$267.71
Change+$2.94 (+1.11%)
VolumeN/A
CapitalizationN/A
SRFMX vs VSMPX Comparison Chart
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VS
SRFMX vs. VSMPX commentary
Dec 23, 2024

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 VSMPX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. SRFMX (111M). VSMPX pays higher dividends than SRFMX: VSMPX (1.36) vs SRFMX (0.69). SRFMX was incepted earlier than VSMPX: SRFMX (11 years) vs VSMPX (10 years). SRFMX is a more actively managed with annual turnover of: 6.00 vs. VSMPX (2.00). SRFMX has a lower initial minimum investment than VSMPX: SRFMX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 24.28 vs. SRFMX (4.27). VSMPX return over 5 years is better than : 79.30 vs. SRFMX (31.26).
SRFMXVSMPXSRFMX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years10 years-
Gain YTD14.50523.65261%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets111M1.84T0%
Annual Yield % from dividends0.691.3651%
Returns for 1 year4.2724.2818%
Returns for 3 years-10.5224.19-43%
Returns for 5 years31.2679.3039%
Returns for 10 years73.50N/A-
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