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STFAX vs VSMPX
STFAX vs VSMPX Comparison
Open Charts STFAX vs VSMPX
State Street Equity 500 Index Adm
Price$437.57
Change+$13.83 (+3.26%)
VolumeN/A
Net Assets9.89B
Vanguard Total Stock Mkt Idx Instl Pls
Price$262.28
Change+$8.39 (+3.30%)
VolumeN/A
Net Assets1.72T
STFAX vs VSMPX Comparison Chart
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STFAX vs. VSMPX commentary
May 13, 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: 1.72T vs. STFAX (9.89B). STFAX pays higher dividends than VSMPX: STFAX (1.55) 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 : 9.61 vs. VSMPX (7.85). STFAX return over 5 years is better than : 107.71 vs. VSMPX (97.36).
| 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 | -3.417 | -4.010 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.89B | 1.72T | 1% |
| Annual Yield % from dividends | 1.55 | 1.37 | 113% |
| Returns for 1 year | 9.61 | 7.85 | 123% |
| Returns for 3 years | 44.39 | 38.79 | 114% |
| Returns for 5 years | 107.71 | 97.36 | 111% |
| Returns for 10 years | 169.85 | 154.51 | 110% |
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