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STFAX vs VTSMX
STFAX vs VTSMX Comparison
Open Charts STFAX vs VTSMX
State Street Equity 500 Index Adm
Price$437.57
Change+$13.83 (+3.26%)
VolumeN/A
Net Assets9.89B
Vanguard Total Stock Mkt Idx I
Price$139.76
Change+$4.47 (+3.30%)
VolumeN/A
Net Assets1.72T
STFAX vs VTSMX Comparison Chart
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STFAX vs. VTSMX commentary
May 13, 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: 1.72T vs. STFAX (9.89B). STFAX pays higher dividends than VTSMX: STFAX (1.55) vs VTSMX (1.26). 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 : 9.61 vs. VTSMX (7.83). STFAX return over 5 years is better than : 107.71 vs. VTSMX (97.29).
| 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 | -3.417 | -4.022 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.89B | 1.72T | 1% |
| Annual Yield % from dividends | 1.55 | 1.26 | 123% |
| Returns for 1 year | 9.61 | 7.83 | 123% |
| Returns for 3 years | 44.39 | 38.73 | 115% |
| Returns for 5 years | 107.71 | 97.29 | 111% |
| Returns for 10 years | 169.85 | 162.27 | 105% |
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