SRFMX
Price
$16.78
Change
+$0.08 (+0.48%)
Updated
Dec 20 closing price
VSTSX
Price
$280.98
Change
+$3.08 (+1.11%)
Updated
Dec 20 closing price
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SRFMX vs VSTSX

Header iconSRFMX vs VSTSX Comparison
Open Charts SRFMX vs VSTSXBanner chart's image
Sarofim Equity
Price$16.78
Change+$0.08 (+0.48%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$280.98
Change+$3.08 (+1.11%)
VolumeN/A
CapitalizationN/A
SRFMX vs VSTSX Comparison Chart
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VS
SRFMX vs. VSTSX commentary
Dec 23, 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 StrongBuy and VSTSX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. SRFMX (111M). VSTSX pays higher dividends than SRFMX: VSTSX (1.36) vs SRFMX (0.69). SRFMX was incepted earlier than VSTSX: SRFMX (11 years) vs VSTSX (8 years). SRFMX is a more actively managed with annual turnover of: 6.00 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 : 24.30 vs. SRFMX (4.27). VSTSX return over 5 years is better than : 79.35 vs. SRFMX (31.26).
SRFMXVSTSXSRFMX / VSTSX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years8 years-
Gain YTD14.50523.66261%
Front LoadN/AN/A-
Min. Initial Investment250050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets111M1.84T0%
Annual Yield % from dividends0.691.3651%
Returns for 1 year4.2724.3018%
Returns for 3 years-10.5224.22-43%
Returns for 5 years31.2679.3539%
Returns for 10 years73.50N/A-
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