SRFMX
Price
$15.04
Change
+$0.01 (+0.07%)
Updated
Jul 10 closing price
Net Assets
96.77M
VTSAX
Price
$150.10
Change
+$0.41 (+0.27%)
Updated
Jul 10 closing price
Net Assets
1.91T
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SRFMX vs VTSAX

Header iconSRFMX vs VTSAX Comparison
Open Charts SRFMX vs VTSAXBanner chart's image
Sarofim Equity
Price$15.04
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets96.77M
Vanguard Total Stock Mkt Idx Adm
Price$150.10
Change+$0.41 (+0.27%)
VolumeN/A
Net Assets1.91T
SRFMX vs VTSAX Comparison Chart in %
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SRFMX vs. VTSAX 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SRFMX (96.8M). VTSAX pays higher dividends than SRFMX: VTSAX (1.21) vs SRFMX (0.45). SRFMX was incepted earlier than VTSAX: SRFMX (11 years) vs VTSAX (25 years). SRFMX (0.78) is less costly to investors than VTSAX (0.04). SRFMX is a more actively managed with annual turnover of: 13.00 vs. VTSAX (2.00). SRFMX has a lower initial minimum investment than VTSAX: SRFMX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.87 vs. SRFMX (-8.65). VTSAX return over 5 years is better than : 91.81 vs. SRFMX (11.18).
SRFMXVTSAXSRFMX / VTSAX
Total Expense Ratio0.700.041,750%
Annual Report Gross Expense Ratio0.780.041,950%
Fund Existence11 years25 years-
Gain YTD6.9436.189112%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets96.8M1.91T0%
Annual Yield % from dividends0.451.2137%
Returns for 1 year-8.6511.87-73%
Returns for 3 years7.6260.5113%
Returns for 5 years11.1891.8112%
Returns for 10 years56.69193.7829%
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