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SRFMX vs VTSMX
SRFMX vs VTSMX Comparison
Open Charts SRFMX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SRFMX vs VTSMX Comparison Chart
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SRFMX vs. VTSMX commentary
Feb 23, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SRFMX (96.7M). VTSMX pays higher dividends than SRFMX: VTSMX (1.26) vs SRFMX (0.69). SRFMX was incepted earlier than VTSMX: SRFMX (11 years) vs VTSMX (33 years). SRFMX is a more actively managed with annual turnover of: 6.00 vs. VTSMX (2.00). SRFMX has a lower initial minimum investment than VTSMX: SRFMX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.60 vs. SRFMX (-6.43). VTSMX return over 5 years is better than : 74.84 vs. SRFMX (7.89).
| SRFMX | VTSMX | SRFMX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 2.626 | 2.121 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.7M | 1.84T | 0% |
| Annual Yield % from dividends | 0.69 | 1.26 | 54% |
| Returns for 1 year | -6.43 | 17.60 | -37% |
| Returns for 3 years | -6.96 | 36.78 | -19% |
| Returns for 5 years | 7.89 | 74.84 | 11% |
| Returns for 10 years | 48.05 | 180.15 | 27% |
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