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STFAX vs VSMPX
STFAX vs VSMPX Comparison
Open Charts STFAX vs VSMPX
State Street Equity 500 Index Adm
Price$453.18
Change+$2.39 (+0.53%)
VolumeN/A
Net Assets9.16B
Vanguard Total Stock Mkt Idx Instl Pls
Price$274.16
Change+$1.65 (+0.61%)
VolumeN/A
Net Assets1.78T
STFAX vs VSMPX Comparison Chart
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STFAX vs. VSMPX commentary
Jan 31, 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 STFAX is a StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. STFAX (9.16B). VSMPX pays higher dividends than STFAX: VSMPX (1.36) vs STFAX (1.17). STFAX was incepted earlier than VSMPX: STFAX (24 years) vs VSMPX (10 years). STFAX is a more actively managed with annual turnover of: 4.00 vs. VSMPX (2.00). STFAX has a lower initial minimum investment than VSMPX: STFAX (25000000) vs VSMPX (100000000). STFAX annual gain was more profitable for investors over the last year : 26.80 vs. VSMPX (24.51). STFAX return over 5 years is better than : 95.31 vs. VSMPX (83.13).
| STFAX | VSMPX | STFAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 3.294 | 2.997 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.16B | 1.78T | 1% |
| Annual Yield % from dividends | 1.17 | 1.36 | 86% |
| Returns for 1 year | 26.80 | 24.51 | 109% |
| Returns for 3 years | 38.15 | 31.89 | 120% |
| Returns for 5 years | 95.31 | 83.13 | 115% |
| Returns for 10 years | 204.91 | N/A | - |