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STFAX vs VSMPX
STFAX vs VSMPX Comparison
Open Charts STFAX vs VSMPX
State Street Equity 500 Index Adm
Price$470.03
Change+$1.49 (+0.32%)
VolumeN/A
Net Assets11.75B
Vanguard Total Stock Mkt Idx Instl Pls
Price$280.66
Change+$1.08 (+0.39%)
VolumeN/A
Net Assets1.91T
STFAX vs VSMPX Comparison Chart in %
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STFAX vs. VSMPX commentary
Jul 18, 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: 1.91T vs. STFAX (11.8B). STFAX pays higher dividends than VSMPX: STFAX (1.37) vs VSMPX (1.22). 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 : 11.43 vs. VSMPX (9.81). STFAX return over 5 years is better than : 100.33 vs. VSMPX (88.45).
| 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 | 6.795 | 5.719 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.91T | 1% |
| Annual Yield % from dividends | 1.37 | 1.22 | 112% |
| Returns for 1 year | 11.43 | 9.81 | 117% |
| Returns for 3 years | 65.82 | 59.49 | 111% |
| Returns for 5 years | 100.33 | 88.45 | 113% |
| Returns for 10 years | 197.13 | 180.22 | 109% |
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