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SRFMX vs VSMPX
SRFMX vs VSMPX Comparison
Open Charts SRFMX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$243.23
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SRFMX vs VSMPX Comparison Chart
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SRFMX vs. VSMPX commentary
Sep 16, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. SRFMX (112M). VSMPX pays higher dividends than SRFMX: VSMPX (1.36) vs SRFMX (0.69). SRFMX was incepted earlier than VSMPX: SRFMX (11 years) vs VSMPX (9 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 : 24.09 vs. SRFMX (8.22). VSMPX return over 5 years is better than : 82.11 vs. SRFMX (35.82).
| SRFMX | VSMPX | SRFMX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 13.995 | 16.888 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 1.72T | 0% |
| Annual Yield % from dividends | 0.69 | 1.36 | 51% |
| Returns for 1 year | 8.22 | 24.09 | 34% |
| Returns for 3 years | -7.71 | 21.35 | -36% |
| Returns for 5 years | 35.82 | 82.11 | 44% |
| Returns for 10 years | 73.82 | N/A | - |