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STFAX vs VTSMX
STFAX vs VTSMX Comparison
Open Charts STFAX vs VTSMX
State Street Equity 500 Index Adm
Price$449.80
Change+$4.61 (+1.04%)
VolumeN/A
Net Assets11.11B
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
STFAX vs VTSMX Comparison Chart
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STFAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. STFAX (11.1B). STFAX pays higher dividends than VTSMX: STFAX (1.44) vs VTSMX (1.18). STFAX was incepted earlier than VTSMX: STFAX (24 years) vs VTSMX (33 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 : 12.23 vs. VTSMX (10.96). STFAX return over 5 years is better than : 92.50 vs. VTSMX (80.94).
| STFAX | VTSMX | STFAX / VTSMX | |
| Total Expense Ratio | 0.17 | 0.14 | 121% |
| Annual Report Gross Expense Ratio | 0.25 | 0.14 | 179% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 1.472 | 0.817 | 180% |
| 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 | 1.18 | 122% |
| Returns for 1 year | 12.23 | 10.96 | 112% |
| Returns for 3 years | 46.50 | 40.34 | 115% |
| Returns for 5 years | 92.50 | 80.94 | 114% |
| Returns for 10 years | 189.09 | 179.94 | 105% |
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