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SRFMX vs VTSMX
SRFMX vs VTSMX Comparison
Open Charts SRFMX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
SRFMX vs VTSMX Comparison Chart
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SRFMX vs. VTSMX commentary
Apr 04, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. SRFMX (91.5M). VTSMX pays higher dividends than SRFMX: VTSMX (1.25) vs SRFMX (0.48). SRFMX was incepted earlier than VTSMX: SRFMX (11 years) vs VTSMX (33 years). SRFMX (0.80) is less costly to investors than VTSMX (0.14). 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 : 8.05 vs. SRFMX (-10.95). VTSMX return over 5 years is better than : 126.23 vs. SRFMX (32.86).
| SRFMX | VTSMX | SRFMX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.80 | 0.14 | 571% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | -2.314 | -3.986 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.5M | 1.81T | 0% |
| Annual Yield % from dividends | 0.48 | 1.25 | 39% |
| Returns for 1 year | -10.95 | 8.05 | -136% |
| Returns for 3 years | -16.53 | 21.01 | -79% |
| Returns for 5 years | 32.86 | 126.23 | 26% |
| Returns for 10 years | 43.66 | 166.80 | 26% |
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