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SRYRX vs VTAPX
SRYRX vs VTAPX Comparison Chart
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SRYRX vs. VTAPX commentary
Nov 15, 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 SRYRX is a Hold and VTAPX is a Hold.
FUNDAMENTALS
Fundamentals
VTAPX has more cash in the bank: 53.9B vs. SRYRX (376M). VTAPX pays higher dividends than SRYRX: VTAPX (2.81) vs SRYRX (2.65). SRYRX was incepted earlier than VTAPX: SRYRX (10 years) vs VTAPX (12 years). SRYRX is a more actively managed with annual turnover of: 31.00 vs. VTAPX (28.00). VTAPX has a lower initial minimum investment than SRYRX: VTAPX (3000) vs SRYRX (100000). VTAPX annual gain was more profitable for investors over the last year : 5.95 vs. SRYRX (5.58). VTAPX return over 5 years is better than : 18.17 vs. SRYRX (15.03).
| SRYRX | VTAPX | SRYRX / VTAPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 3.933 | 4.415 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 53.9B | 1% |
| Annual Yield % from dividends | 2.65 | 2.81 | 94% |
| Returns for 1 year | 5.58 | 5.95 | 94% |
| Returns for 3 years | 2.79 | 5.91 | 47% |
| Returns for 5 years | 15.03 | 18.17 | 83% |
| Returns for 10 years | N/A | 25.89 | - |
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