SRFMX
Price
$15.04
Change
+$0.01 (+0.07%)
Updated
Jul 10 closing price
Net Assets
96.77M
VSMPX
Price
$281.61
Change
+$0.77 (+0.27%)
Updated
Jul 10 closing price
Net Assets
1.91T
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SRFMX vs VSMPX

Header iconSRFMX vs VSMPX Comparison
Open Charts SRFMX vs VSMPXBanner chart's image
Sarofim Equity
Price$15.04
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets96.77M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.61
Change+$0.77 (+0.27%)
VolumeN/A
Net Assets1.91T
SRFMX vs VSMPX Comparison Chart in %
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VS
SRFMX vs. VSMPX commentary
Jul 11, 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 VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SRFMX (96.8M). VSMPX pays higher dividends than SRFMX: VSMPX (1.22) vs SRFMX (0.45). SRFMX was incepted earlier than VSMPX: SRFMX (11 years) vs VSMPX (10 years). SRFMX (0.78) is less costly to investors than VSMPX (0.02). SRFMX is a more actively managed with annual turnover of: 13.00 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 : 11.87 vs. SRFMX (-8.65). VSMPX return over 5 years is better than : 91.87 vs. SRFMX (11.18).
SRFMXVSMPXSRFMX / VSMPX
Total Expense Ratio0.700.023,500%
Annual Report Gross Expense Ratio0.780.023,900%
Fund Existence11 years10 years-
Gain YTD6.9436.195112%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets96.8M1.91T0%
Annual Yield % from dividends0.451.2236%
Returns for 1 year-8.6511.87-73%
Returns for 3 years7.6260.5413%
Returns for 5 years11.1891.8712%
Returns for 10 years56.69184.4631%
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