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SRFMX vs VSTSX
SRFMX vs VSTSX Comparison
Open Charts SRFMX vs VSTSX
Vanguard Total Stock Mkt Idx Instl Sel
Price$257.84
Change+$5.26 (+2.08%)
VolumeN/A
Net Assets1.7T
SRFMX vs VSTSX Comparison Chart
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SRFMX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. SRFMX (84.7M). VSTSX pays higher dividends than SRFMX: VSTSX (1.37) vs SRFMX (0.48). SRFMX was incepted earlier than VSTSX: SRFMX (11 years) vs VSTSX (9 years). SRFMX (0.80) is less costly to investors than VSTSX (0.01). 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 : 5.29 vs. SRFMX (-14.09). VSTSX return over 5 years is better than : 86.89 vs. SRFMX (11.52).
| SRFMX | VSTSX | SRFMX / VSTSX | |
| Total Expense Ratio | 0.70 | 0.01 | 7,000% |
| Annual Report Gross Expense Ratio | 0.80 | 0.01 | 8,000% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -7.216 | -9.017 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 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 | 5.29 | -266% |
| Returns for 3 years | -14.96 | 22.65 | -66% |
| Returns for 5 years | 11.52 | 86.89 | 13% |
| Returns for 10 years | 33.94 | N/A | - |