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STFAX vs VTSMX
STFAX vs VTSMX Comparison
Open Charts STFAX vs VTSMX
State Street Equity 500 Index Adm
Price$483.88
Change+$5.43 (+1.13%)
VolumeN/A
Net Assets12.08B
Vanguard Total Stock Mkt Idx I
Price$153.86
Change+$1.92 (+1.26%)
VolumeN/A
Net Assets1.91T
STFAX vs VTSMX Comparison Chart in %
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STFAX vs. VTSMX commentary
Aug 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. STFAX (12.1B). STFAX pays higher dividends than VTSMX: STFAX (1.34) vs VTSMX (1.09). 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 : 20.57 vs. VTSMX (18.96). STFAX return over 5 years is better than : 95.35 vs. VTSMX (83.27).
| 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 | 9.053 | 7.805 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 1.91T | 1% |
| Annual Yield % from dividends | 1.34 | 1.09 | 123% |
| Returns for 1 year | 20.57 | 18.96 | 108% |
| Returns for 3 years | 52.69 | 45.64 | 115% |
| Returns for 5 years | 95.35 | 83.27 | 114% |
| Returns for 10 years | 207.94 | 199.40 | 104% |
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