SRFMX
Price
$14.56
Change
-$0.02 (-0.14%)
Updated
Jun 5 closing price
Net Assets
94.09M
VTSAX
Price
$142.15
Change
-$0.65 (-0.46%)
Updated
Jun 5 closing price
Net Assets
1.82T
Interact to see
Advertisement

SRFMX vs VTSAX

Header iconSRFMX vs VTSAX Comparison
Open Charts SRFMX vs VTSAXBanner chart's image
Sarofim Equity
Price$14.56
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets94.09M
Vanguard Total Stock Mkt Idx Adm
Price$142.15
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
SRFMX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
SRFMX vs. VTSAX 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 VTSAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SRFMX (94.1M). VTSAX pays higher dividends than SRFMX: VTSAX (1.28) vs SRFMX (0.46). 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 : 11.40 vs. SRFMX (-8.12). VTSAX return over 5 years is better than : 81.77 vs. SRFMX (10.96).
SRFMXVTSAXSRFMX / VTSAX
Total Expense Ratio0.700.041,750%
Annual Report Gross Expense Ratio0.780.041,950%
Fund Existence11 years25 years-
Gain YTD3.5831.287278%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets94.1M1.82T0%
Annual Yield % from dividends0.461.2836%
Returns for 1 year-8.1211.40-71%
Returns for 3 years-2.2642.45-5%
Returns for 5 years10.9681.7713%
Returns for 10 years52.91181.8129%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
FOREX / NAMEPrice $Chg $Chg %
CHFNZD2.030.01
+0.25%
Switzerland Franc - New Zealand Dollar
GBPEUR1.19N/A
N/A
United Kingdom Pound - Euro
AUDHKD5.09N/A
N/A
Australian Dollar - Hong Kong Dollar
DECW30.85-0.06
-0.19%
AllianzIM U.S. Large Cp Buffer20 Dec ETF
TMFC61.57-0.53
-0.85%
Motley Fool 100 ETF