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SRYRX vs VTAPX
SRYRX vs VTAPX Comparison Chart
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SRYRX vs. VTAPX commentary
May 01, 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 SRYRX is a Hold and VTAPX is a Hold.
FUNDAMENTALS
Fundamentals
VTAPX has more cash in the bank: 57.3B vs. SRYRX (377M). SRYRX pays higher dividends than VTAPX: SRYRX (3.32) vs VTAPX (2.75). SRYRX was incepted earlier than VTAPX: SRYRX (10 years) vs VTAPX (13 years). SRYRX (0.45) is less costly to investors than VTAPX (0.06). SRYRX is a more actively managed with annual turnover of: 41.00 vs. VTAPX (26.00). VTAPX has a lower initial minimum investment than SRYRX: VTAPX (3000) vs SRYRX (100000). SRYRX (8.07) and VTAPX (7.82) have marching annual gain over last year. VTAPX return over 5 years is better than : 21.70 vs. SRYRX (18.66).
| SRYRX | VTAPX | SRYRX / VTAPX | |
| Total Expense Ratio | 0.45 | 0.06 | 750% |
| Annual Report Gross Expense Ratio | 0.45 | 0.06 | 750% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 4.130 | 3.738 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 377M | 57.3B | 1% |
| Annual Yield % from dividends | 3.32 | 2.75 | 121% |
| Returns for 1 year | 8.07 | 7.82 | 103% |
| Returns for 3 years | 8.38 | 10.79 | 78% |
| Returns for 5 years | 18.66 | 21.70 | 86% |
| Returns for 10 years | 26.70 | 31.85 | 84% |
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