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SRFMX vs VTSAX
SRFMX vs VTSAX Comparison
Open Charts SRFMX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$140.83
Change+$1.03 (+0.74%)
VolumeN/A
Net Assets1.72T
SRFMX vs VTSAX Comparison Chart
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SRFMX vs. VTSAX commentary
May 14, 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.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SRFMX (91.9M). VTSAX pays higher dividends than SRFMX: VTSAX (1.36) vs SRFMX (0.49). 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 : 11.42 vs. SRFMX (-9.13). VTSAX return over 5 years is better than : 101.55 vs. SRFMX (19.46).
| SRFMX | VTSAX | SRFMX / VTSAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.78 | 0.04 | 1,950% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 1.025 | -0.841 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.9M | 1.72T | 0% |
| Annual Yield % from dividends | 0.49 | 1.36 | 36% |
| Returns for 1 year | -9.13 | 11.42 | -80% |
| Returns for 3 years | -1.31 | 43.33 | -3% |
| Returns for 5 years | 19.46 | 101.55 | 19% |
| Returns for 10 years | 44.78 | 171.56 | 26% |
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