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STFAX vs VTSAX
STFAX vs VTSAX Comparison
Open Charts STFAX vs VTSAX
State Street Equity 500 Index Adm
Price$470.03
Change+$1.49 (+0.32%)
VolumeN/A
Net Assets11.75B
Vanguard Total Stock Mkt Idx Adm
Price$149.59
Change+$0.57 (+0.38%)
VolumeN/A
Net Assets1.91T
STFAX vs VTSAX Comparison Chart in %
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STFAX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. STFAX (11.8B). STFAX pays higher dividends than VTSAX: STFAX (1.37) vs VTSAX (1.21). 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 : 11.43 vs. VTSAX (9.80). STFAX return over 5 years is better than : 100.33 vs. VTSAX (88.40).
| 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 | 6.795 | 5.714 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.91T | 1% |
| Annual Yield % from dividends | 1.37 | 1.21 | 113% |
| Returns for 1 year | 11.43 | 9.80 | 117% |
| Returns for 3 years | 65.82 | 59.45 | 111% |
| Returns for 5 years | 100.33 | 88.40 | 113% |
| Returns for 10 years | 197.13 | 189.40 | 104% |
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