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STFAX vs VSMPX
STFAX vs VSMPX Comparison
Open Charts STFAX vs VSMPX
State Street Equity 500 Index Adm
Price$401.36
Change+$7.09 (+1.80%)
VolumeN/A
Net Assets8.38B
Vanguard Total Stock Mkt Idx Instl Pls
Price$239.19
Change+$4.17 (+1.77%)
VolumeN/A
Net Assets1.7T
STFAX vs VSMPX Comparison Chart
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STFAX vs. VSMPX commentary
Apr 12, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. STFAX (8.38B). STFAX pays higher dividends than VSMPX: STFAX (1.54) vs VSMPX (1.37). STFAX was incepted earlier than VSMPX: STFAX (24 years) vs VSMPX (10 years). STFAX (0.25) is less costly to investors than VSMPX (0.02). 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 : 2.53 vs. VSMPX (0.32). STFAX return over 5 years is better than : 95.67 vs. VSMPX (85.42).
| STFAX | VSMPX | STFAX / VSMPX | |
| Total Expense Ratio | 0.17 | 0.02 | 850% |
| Annual Report Gross Expense Ratio | 0.25 | 0.02 | 1,250% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -10.134 | -11.144 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.38B | 1.7T | 0% |
| Annual Yield % from dividends | 1.54 | 1.37 | 113% |
| Returns for 1 year | 2.53 | 0.32 | 799% |
| Returns for 3 years | 23.07 | 17.06 | 135% |
| Returns for 5 years | 95.67 | 85.42 | 112% |
| Returns for 10 years | 154.76 | N/A | - |
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