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SRFMX vs VTSAX
SRFMX vs VTSAX Comparison
Open Charts SRFMX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$142.69
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
SRFMX vs VTSAX Comparison Chart
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SRFMX vs. VTSAX commentary
Dec 23, 2024
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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. SRFMX (111M). VTSAX pays higher dividends than SRFMX: VTSAX (1.35) vs SRFMX (0.69). SRFMX was incepted earlier than VTSAX: SRFMX (11 years) vs VTSAX (24 years). SRFMX is a more actively managed with annual turnover of: 6.00 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 : 24.27 vs. SRFMX (4.27). VTSAX return over 5 years is better than : 79.25 vs. SRFMX (31.26).
| SRFMX | VTSAX | SRFMX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 14.505 | 23.635 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 1.84T | 0% |
| Annual Yield % from dividends | 0.69 | 1.35 | 51% |
| Returns for 1 year | 4.27 | 24.27 | 18% |
| Returns for 3 years | -10.52 | 24.16 | -44% |
| Returns for 5 years | 31.26 | 79.25 | 39% |
| Returns for 10 years | 73.50 | 184.74 | 40% |