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SRYRX vs VTAPX
SRYRX vs VTAPX Comparison Chart
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SRYRX vs. VTAPX commentary
May 22, 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: 58.5B vs. SRYRX (373M). SRYRX pays higher dividends than VTAPX: SRYRX (3.76) vs VTAPX (2.73). 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 (6.52) and VTAPX (6.51) have marching annual gain over last year. VTAPX return over 5 years is better than : 20.39 vs. SRYRX (17.24).
| 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 | 3.497 | 3.285 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 373M | 58.5B | 1% |
| Annual Yield % from dividends | 3.76 | 2.73 | 138% |
| Returns for 1 year | 6.52 | 6.51 | 100% |
| Returns for 3 years | 8.04 | 10.43 | 77% |
| Returns for 5 years | 17.24 | 20.39 | 85% |
| Returns for 10 years | 25.93 | 31.28 | 83% |
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