SRFMX
Price
$14.56
Change
-$0.02 (-0.14%)
Updated
Jun 5 closing price
Net Assets
94.09M
VSTSX
Price
$279.94
Change
-$1.28 (-0.46%)
Updated
Jun 5 closing price
Net Assets
1.82T
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SRFMX vs VSTSX

Header iconSRFMX vs VSTSX Comparison
Open Charts SRFMX vs VSTSXBanner chart's image
Sarofim Equity
Price$14.56
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets94.09M
Vanguard Total Stock Mkt Idx Instl Sel
Price$279.94
Change-$1.28 (-0.46%)
VolumeN/A
Net Assets1.82T
SRFMX vs VSTSX Comparison Chart
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SRFMX vs. VSTSX commentary
Jun 06, 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: 1.82T vs. SRFMX (94.1M). VSTSX pays higher dividends than SRFMX: VSTSX (1.29) vs SRFMX (0.46). 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 : 11.42 vs. SRFMX (-8.12). VSTSX return over 5 years is better than : 81.89 vs. SRFMX (10.96).
SRFMXVSTSXSRFMX / VSTSX
Total Expense Ratio0.700.017,000%
Annual Report Gross Expense Ratio0.780.017,800%
Fund Existence11 years9 years-
Gain YTD3.5831.300276%
Front LoadN/AN/A-
Min. Initial Investment250050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets94.1M1.82T0%
Annual Yield % from dividends0.461.2936%
Returns for 1 year-8.1211.42-71%
Returns for 3 years-2.2642.54-5%
Returns for 5 years10.9681.8913%
Returns for 10 years52.91N/A-
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