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SRFMX vs VTSAX
SRFMX vs VTSAX Comparison
Open Charts SRFMX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$129.65
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SRFMX vs VTSAX Comparison Chart
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SRFMX vs. VTSAX commentary
Sep 16, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SRFMX (112M). 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 : 24.07 vs. SRFMX (8.22). VTSAX return over 5 years is better than : 82.06 vs. SRFMX (35.82).
| 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 | 13.995 | 16.878 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 1.72T | 0% |
| Annual Yield % from dividends | 0.69 | 1.35 | 51% |
| Returns for 1 year | 8.22 | 24.07 | 34% |
| Returns for 3 years | -7.71 | 21.33 | -36% |
| Returns for 5 years | 35.82 | 82.06 | 44% |
| Returns for 10 years | 73.82 | 180.84 | 41% |
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