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STFAX vs VTSMX
STFAX vs VTSMX Comparison
Open Charts STFAX vs VTSMX
State Street Equity 500 Index Adm
Price$498.23
Change-$4.11 (-0.82%)
VolumeN/A
Net Assets13.11B
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
STFAX vs VTSMX Comparison Chart in %
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STFAX vs. VTSMX commentary
Nov 20, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. STFAX (13.1B). STFAX pays higher dividends than VTSMX: STFAX (1.24) vs VTSMX (1.02). STFAX was incepted earlier than VTSMX: STFAX (25 years) vs VTSMX (34 years). STFAX (0.25) is less costly to investors than VTSMX (0.14). STFAX is a more actively managed with annual turnover of: 4.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than STFAX: VTSMX (3000) vs STFAX (25000000). STFAX annual gain was more profitable for investors over the last year : 13.49 vs. VTSMX (12.09). STFAX return over 5 years is better than : 90.87 vs. VTSMX (77.91).
| STFAX | VTSMX | STFAX / VTSMX | |
| Total Expense Ratio | 0.17 | 0.14 | 121% |
| Annual Report Gross Expense Ratio | 0.25 | 0.14 | 179% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 13.562 | 12.736 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 2.05T | 1% |
| Annual Yield % from dividends | 1.24 | 1.02 | 122% |
| Returns for 1 year | 13.49 | 12.09 | 112% |
| Returns for 3 years | 70.86 | 64.98 | 109% |
| Returns for 5 years | 90.87 | 77.91 | 117% |
| Returns for 10 years | 219.44 | 215.97 | 102% |
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