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STFAX vs VTSAX
STFAX vs VTSAX Comparison
Open Charts STFAX vs VTSAX
State Street Equity 500 Index Adm
Price$449.80
Change+$4.61 (+1.04%)
VolumeN/A
Net Assets11.11B
Vanguard Total Stock Mkt Idx Adm
Price$143.67
Change+$1.52 (+1.07%)
VolumeN/A
Net Assets1.82T
STFAX vs VTSAX Comparison Chart
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STFAX vs. VTSAX commentary
Jun 07, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. STFAX (11.1B). STFAX pays higher dividends than VTSAX: STFAX (1.44) vs VTSAX (1.28). STFAX was incepted earlier than VTSAX: STFAX (24 years) vs VTSAX (25 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 : 12.23 vs. VTSAX (10.96). STFAX return over 5 years is better than : 92.50 vs. VTSAX (80.95).
| 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 | 25 years | - |
| Gain YTD | 1.472 | 0.826 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.82T | 1% |
| Annual Yield % from dividends | 1.44 | 1.28 | 112% |
| Returns for 1 year | 12.23 | 10.96 | 112% |
| Returns for 3 years | 46.50 | 40.35 | 115% |
| Returns for 5 years | 92.50 | 80.95 | 114% |
| Returns for 10 years | 189.09 | 180.53 | 105% |
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