Interact to see
Advertisement
Advertisement
SRFMX vs VSMPX
SRFMX vs VSMPX Comparison
Open Charts SRFMX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.34
Change+$1.05 (+0.36%)
VolumeN/A
Net Assets1.91T
SRFMX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SRFMX vs. VSMPX commentary
Aug 30, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SRFMX (91.9M). VSMPX pays higher dividends than SRFMX: VSMPX (1.20) vs SRFMX (0.45). SRFMX was incepted earlier than VSMPX: SRFMX (12 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 : 15.93 vs. SRFMX (-8.77). VSMPX return over 5 years is better than : 80.29 vs. SRFMX (0.34).
| SRFMX | VSMPX | SRFMX / VSMPX | |
| Total Expense Ratio | 0.70 | 0.02 | 3,500% |
| Annual Report Gross Expense Ratio | 0.78 | 0.02 | 3,900% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 6.872 | 10.147 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.9M | 1.91T | 0% |
| Annual Yield % from dividends | 0.45 | 1.20 | 37% |
| Returns for 1 year | -8.77 | 15.93 | -55% |
| Returns for 3 years | 2.73 | 58.20 | 5% |
| Returns for 5 years | 0.34 | 80.29 | 0% |
| Returns for 10 years | 69.10 | 213.94 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement