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SRFMX vs VTSAX
SRFMX vs VTSAX Comparison
Open Charts SRFMX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$120.94
Change-$7.55 (-5.88%)
VolumeN/A
Net Assets1.81T
SRFMX vs VTSAX Comparison Chart
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SRFMX vs. VTSAX commentary
Apr 07, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. SRFMX (82.8M). VTSAX pays higher dividends than SRFMX: VTSAX (1.35) vs SRFMX (0.48). SRFMX was incepted earlier than VTSAX: SRFMX (11 years) vs VTSAX (24 years). SRFMX (0.80) is less costly to investors than VTSAX (0.04). 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 : -2.29 vs. SRFMX (-18.64). VTSAX return over 5 years is better than : 102.14 vs. SRFMX (20.20).
| SRFMX | VTSAX | SRFMX / VTSAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.80 | 0.04 | 2,000% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -11.621 | -14.218 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.8M | 1.81T | 0% |
| Annual Yield % from dividends | 0.48 | 1.35 | 36% |
| Returns for 1 year | -18.64 | -2.29 | 815% |
| Returns for 3 years | -23.67 | 9.70 | -244% |
| Returns for 5 years | 20.20 | 102.14 | 20% |
| Returns for 10 years | 29.85 | 139.53 | 21% |
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