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STFAX vs VSMPX
STFAX vs VSMPX Comparison
Open Charts STFAX vs VSMPX
State Street Equity 500 Index Adm
Price$416.55
Change-$3.17 (-0.76%)
VolumeN/A
Net Assets8.6B
Vanguard Total Stock Mkt Idx Instl Pls
Price$250.07
Change-$1.61 (-0.64%)
VolumeN/A
Net Assets1.81T
STFAX vs VSMPX Comparison Chart
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STFAX vs. VSMPX commentary
Mar 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. STFAX (8.6B). STFAX pays higher dividends than VSMPX: STFAX (1.45) vs VSMPX (1.25). 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 : 13.91 vs. VSMPX (8.63). VSMPX (121.90) and STFAX (118.11) have equivalent 5 years return.
| 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 | -1.698 | -4.876 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.6B | 1.81T | 0% |
| Annual Yield % from dividends | 1.45 | 1.25 | 116% |
| Returns for 1 year | 13.91 | 8.63 | 161% |
| Returns for 3 years | 40.93 | 30.45 | 134% |
| Returns for 5 years | 118.11 | 121.90 | 97% |
| Returns for 10 years | 184.69 | N/A | - |