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STFAX vs VTSMX
STFAX vs VTSMX Comparison
Open Charts STFAX vs VTSMX
State Street Equity 500 Index Adm
Price$444.18
Change-$13.50 (-2.95%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
STFAX vs VTSMX Comparison Chart
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STFAX vs. VTSMX commentary
Dec 19, 2024
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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. STFAX (9.03B). VTSMX pays higher dividends than STFAX: VTSMX (1.26) vs STFAX (1.17). STFAX was incepted earlier than VTSMX: STFAX (24 years) vs VTSMX (33 years). 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 : 24.23 vs. VTSMX (22.04). STFAX return over 5 years is better than : 84.57 vs. VTSMX (77.48).
| STFAX | VTSMX | STFAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 24.567 | 22.383 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.03B | 1.84T | 0% |
| Annual Yield % from dividends | 1.17 | 1.26 | 92% |
| Returns for 1 year | 24.23 | 22.04 | 110% |
| Returns for 3 years | 28.80 | 23.86 | 121% |
| Returns for 5 years | 84.57 | 77.48 | 109% |
| Returns for 10 years | 187.93 | 182.87 | 103% |
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