SRFMX
Price
$15.04
Change
+$0.01 (+0.07%)
Updated
Jul 10 closing price
Net Assets
96.77M
VSTSX
Price
$295.58
Change
+$0.81 (+0.27%)
Updated
Jul 10 closing price
Net Assets
1.91T
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SRFMX vs VSTSX

Header iconSRFMX vs VSTSX Comparison
Open Charts SRFMX vs VSTSXBanner chart's image
Sarofim Equity
Price$15.04
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets96.77M
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.58
Change+$0.81 (+0.27%)
VolumeN/A
Net Assets1.91T
SRFMX vs VSTSX Comparison Chart in %
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SRFMX vs. VSTSX 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 VSTSX is a Buy.

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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. SRFMX (96.8M). VSTSX pays higher dividends than SRFMX: VSTSX (1.23) vs SRFMX (0.45). SRFMX was incepted earlier than VSTSX: SRFMX (11 years) vs VSTSX (9 years). SRFMX (0.78) is less costly to investors than VSTSX (0.01). SRFMX is a more actively managed with annual turnover of: 13.00 vs. VSTSX (2.00). SRFMX has a lower initial minimum investment than VSTSX: SRFMX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 11.88 vs. SRFMX (-8.65). VSTSX return over 5 years is better than : 91.93 vs. SRFMX (11.18).
SRFMXVSTSXSRFMX / VSTSX
Total Expense Ratio0.700.017,000%
Annual Report Gross Expense Ratio0.780.017,800%
Fund Existence11 years9 years-
Gain YTD6.9436.197112%
Front LoadN/AN/A-
Min. Initial Investment250050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets96.8M1.91T0%
Annual Yield % from dividends0.451.2336%
Returns for 1 year-8.6511.88-73%
Returns for 3 years7.6260.5913%
Returns for 5 years11.1891.9312%
Returns for 10 years56.69N/A-
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