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SRFMX vs VTSAX
SRFMX vs VTSAX Comparison
Open Charts SRFMX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$144.38
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
SRFMX vs VTSAX Comparison Chart
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SRFMX vs. VTSAX commentary
Nov 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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T 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 : 31.18 vs. SRFMX (8.35). VTSAX return over 5 years is better than : 87.20 vs. SRFMX (32.65).
| 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 | 15.461 | 24.432 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 1.73T | 0% |
| Annual Yield % from dividends | 0.69 | 1.35 | 51% |
| Returns for 1 year | 8.35 | 31.18 | 27% |
| Returns for 3 years | -9.77 | 23.13 | -42% |
| Returns for 5 years | 32.65 | 87.20 | 37% |
| Returns for 10 years | 72.42 | 188.65 | 38% |
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