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STFAX vs VTSAX
STFAX vs VTSAX Comparison
Open Charts STFAX vs VTSAX
State Street Equity 500 Index Adm
Price$416.55
Change-$3.17 (-0.76%)
VolumeN/A
Net Assets8.6B
Vanguard Total Stock Mkt Idx Adm
Price$133.29
Change-$0.86 (-0.64%)
VolumeN/A
Net Assets1.81T
STFAX vs VTSAX Comparison Chart
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STFAX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. STFAX (8.6B). STFAX pays higher dividends than VTSAX: STFAX (1.45) vs VTSAX (1.25). STFAX was incepted earlier than VTSAX: STFAX (24 years) vs VTSAX (24 years). STFAX (0.25) is less costly to investors than VTSAX (0.04). STFAX is a more actively managed with annual turnover of: 4.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than STFAX: VTSAX (3000) vs STFAX (25000000). STFAX annual gain was more profitable for investors over the last year : 13.91 vs. VTSAX (8.62). VTSAX (121.86) and STFAX (118.11) have equivalent 5 years return.
| STFAX | VTSAX | STFAX / VTSAX | |
| Total Expense Ratio | 0.17 | 0.04 | 425% |
| Annual Report Gross Expense Ratio | 0.25 | 0.04 | 625% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -1.698 | -4.878 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.6B | 1.81T | 0% |
| Annual Yield % from dividends | 1.45 | 1.25 | 117% |
| Returns for 1 year | 13.91 | 8.62 | 161% |
| Returns for 3 years | 40.93 | 30.42 | 135% |
| Returns for 5 years | 118.11 | 121.86 | 97% |
| Returns for 10 years | 184.69 | 168.01 | 110% |
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