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STFAX vs VTSMX
STFAX vs VTSMX Comparison
Open Charts STFAX vs VTSMX
State Street Equity 500 Index Adm
Price$416.55
Change-$3.17 (-0.76%)
VolumeN/A
Net Assets8.6B
Vanguard Total Stock Mkt Idx I
Price$133.24
Change-$0.86 (-0.64%)
VolumeN/A
Net Assets1.81T
STFAX vs VTSMX Comparison Chart
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STFAX vs. VTSMX commentary
Mar 12, 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: 1.81T vs. STFAX (8.6B). STFAX pays higher dividends than VTSMX: STFAX (1.45) vs VTSMX (1.15). 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 : 13.91 vs. VTSMX (8.61). VTSMX (121.83) and STFAX (118.11) have equivalent 5 years return.
| 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 | -1.698 | -4.894 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.6B | 1.81T | 0% |
| Annual Yield % from dividends | 1.45 | 1.15 | 126% |
| Returns for 1 year | 13.91 | 8.61 | 162% |
| Returns for 3 years | 40.93 | 30.40 | 135% |
| Returns for 5 years | 118.11 | 121.83 | 97% |
| Returns for 10 years | 184.69 | 167.43 | 110% |
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