SRFMX
Price
$14.56
Change
-$0.02 (-0.14%)
Updated
Jun 5 closing price
Net Assets
94.09M
VSMPX
Price
$266.71
Change
-$1.22 (-0.46%)
Updated
Jun 5 closing price
Net Assets
1.82T
Interact to see
Advertisement

SRFMX vs VSMPX

Header iconSRFMX vs VSMPX Comparison
Open Charts SRFMX vs VSMPXBanner chart's image
Sarofim Equity
Price$14.56
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets94.09M
Vanguard Total Stock Mkt Idx Instl Pls
Price$266.71
Change-$1.22 (-0.46%)
VolumeN/A
Net Assets1.82T
SRFMX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
SRFMX vs. VSMPX commentary
Jun 06, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SRFMX (94.1M). VSMPX pays higher dividends than SRFMX: VSMPX (1.29) vs SRFMX (0.46). 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 : 11.41 vs. SRFMX (-8.12). VSMPX return over 5 years is better than : 81.84 vs. SRFMX (10.96).
SRFMXVSMPXSRFMX / VSMPX
Total Expense Ratio0.700.023,500%
Annual Report Gross Expense Ratio0.780.023,900%
Fund Existence11 years10 years-
Gain YTD3.5831.298276%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets94.1M1.82T0%
Annual Yield % from dividends0.461.2936%
Returns for 1 year-8.1211.41-71%
Returns for 3 years-2.2642.50-5%
Returns for 5 years10.9681.8413%
Returns for 10 years52.91172.8831%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
FOREX / NAMEPrice $Chg $Chg %
CHFNZD2.030.01
+0.25%
Switzerland Franc - New Zealand Dollar
GBPEUR1.19N/A
N/A
United Kingdom Pound - Euro
AUDHKD5.09N/A
N/A
Australian Dollar - Hong Kong Dollar
DECW30.85-0.06
-0.19%
AllianzIM U.S. Large Cp Buffer20 Dec ETF
TMFC61.57-0.53
-0.85%
Motley Fool 100 ETF