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SRYRX vs VTSPX
SRYRX vs VTSPX Comparison
Open Charts SRYRX vs VTSPX
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SRYRX vs VTSPX Comparison Chart
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SRYRX vs. VTSPX commentary
Sep 23, 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 VTSPX is a Hold.
FUNDAMENTALS
Fundamentals
VTSPX has more cash in the bank: 53.3B vs. SRYRX (386M). VTSPX pays higher dividends than SRYRX: VTSPX (2.84) vs SRYRX (2.65). SRYRX was incepted earlier than VTSPX: SRYRX (10 years) vs VTSPX (12 years). SRYRX is a more actively managed with annual turnover of: 31.00 vs. VTSPX (28.00). SRYRX has a lower initial minimum investment than VTSPX: SRYRX (100000) vs VTSPX (5000000). SRYRX (7.64) and VTSPX (7.51) have marching annual gain over last year. VTSPX return over 5 years is better than : 19.13 vs. SRYRX (16.23).
| SRYRX | VTSPX | SRYRX / VTSPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 4.863 | 4.878 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 53.3B | 1% |
| Annual Yield % from dividends | 2.65 | 2.84 | 94% |
| Returns for 1 year | 7.64 | 7.51 | 102% |
| Returns for 3 years | 5.05 | 7.78 | 65% |
| Returns for 5 years | 16.23 | 19.13 | 85% |
| Returns for 10 years | N/A | 26.64 | - |
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