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SRFMX vs VTSMX
SRFMX vs VTSMX Comparison
Open Charts SRFMX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$147.04
Change+$0.75 (+0.51%)
VolumeN/A
Net Assets1.78T
SRFMX vs VTSMX Comparison Chart
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SRFMX vs. VTSMX commentary
Jan 24, 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 Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. SRFMX (103M). 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 : 24.81 vs. SRFMX (-1.27). VTSMX return over 5 years is better than : 80.56 vs. SRFMX (10.21).
| 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 | 3.407 | 3.752 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 1.78T | 0% |
| Annual Yield % from dividends | 0.69 | 1.26 | 54% |
| Returns for 1 year | -1.27 | 24.81 | -5% |
| Returns for 3 years | -9.34 | 36.40 | -26% |
| Returns for 5 years | 10.21 | 80.56 | 13% |
| Returns for 10 years | 53.53 | 194.81 | 27% |
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