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SRFMX vs VSMPX
SRFMX vs VSMPX Comparison
Open Charts SRFMX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$245.65
Change+$5.00 (+2.08%)
VolumeN/A
Net Assets1.7T
SRFMX vs VSMPX Comparison Chart
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SRFMX vs. VSMPX commentary
Apr 25, 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.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. SRFMX (84.7M). VSMPX pays higher dividends than SRFMX: VSMPX (1.37) vs SRFMX (0.48). SRFMX was incepted earlier than VSMPX: SRFMX (11 years) vs VSMPX (10 years). SRFMX (0.80) is less costly to investors than VSMPX (0.02). 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 : 5.28 vs. SRFMX (-14.09). VSMPX return over 5 years is better than : 86.84 vs. SRFMX (11.52).
| SRFMX | VSMPX | SRFMX / VSMPX | |
| Total Expense Ratio | 0.70 | 0.02 | 3,500% |
| Annual Report Gross Expense Ratio | 0.80 | 0.02 | 4,000% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | -7.216 | -9.015 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.7M | 1.7T | 0% |
| Annual Yield % from dividends | 0.48 | 1.37 | 35% |
| Returns for 1 year | -14.09 | 5.28 | -267% |
| Returns for 3 years | -14.96 | 22.62 | -66% |
| Returns for 5 years | 11.52 | 86.84 | 13% |
| Returns for 10 years | 33.94 | N/A | - |