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STFAX vs VTSMX
STFAX vs VTSMX Comparison
Open Charts STFAX vs VTSMX
State Street Equity 500 Index Adm
Price$401.36
Change+$7.09 (+1.80%)
VolumeN/A
Net Assets8.38B
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
STFAX vs VTSMX Comparison Chart
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STFAX vs. VTSMX commentary
Apr 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. STFAX (8.38B). STFAX pays higher dividends than VTSMX: STFAX (1.54) vs VTSMX (1.25). 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 : 2.53 vs. VTSMX (0.30). STFAX return over 5 years is better than : 95.67 vs. VTSMX (85.34).
| 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 | -10.134 | -11.144 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.38B | 1.7T | 0% |
| Annual Yield % from dividends | 1.54 | 1.25 | 123% |
| Returns for 1 year | 2.53 | 0.30 | 835% |
| Returns for 3 years | 23.07 | 17.00 | 136% |
| Returns for 5 years | 95.67 | 85.34 | 112% |
| Returns for 10 years | 154.76 | 145.28 | 107% |
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