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SRYRX vs VTIPX
SRYRX vs VTIPX Comparison Chart
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SRYRX vs. VTIPX commentary
Apr 29, 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 VTIPX is a Hold.
FUNDAMENTALS
Fundamentals
VTIPX has more cash in the bank: 57.3B vs. SRYRX (378M). SRYRX pays higher dividends than VTIPX: SRYRX (3.32) vs VTIPX (2.67). SRYRX was incepted earlier than VTIPX: SRYRX (10 years) vs VTIPX (13 years). SRYRX (0.45) is less costly to investors than VTIPX (0.14). SRYRX is a more actively managed with annual turnover of: 41.00 vs. VTIPX (26.00). VTIPX has a lower initial minimum investment than SRYRX: VTIPX (3000) vs SRYRX (100000). SRYRX (7.75) and VTIPX (7.40) have marching annual gain over last year. VTIPX return over 5 years is better than : 20.61 vs. SRYRX (17.95).
| SRYRX | VTIPX | SRYRX / VTIPX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.45 | 0.14 | 321% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 3.813 | 3.435 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 57.3B | 1% |
| Annual Yield % from dividends | 3.32 | 2.67 | 124% |
| Returns for 1 year | 7.75 | 7.40 | 105% |
| Returns for 3 years | 8.05 | 10.21 | 79% |
| Returns for 5 years | 17.95 | 20.61 | 87% |
| Returns for 10 years | 26.31 | 30.41 | 87% |
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