GGEFX
Price
$26.61
Change
+$0.18 (+0.68%)
Updated
Jul 3 closing price
Net Assets
80.01M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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GGEFX vs VTSMX

Header iconGGEFX vs VTSMX Comparison
Open Charts GGEFX vs VTSMXBanner chart's image
Summitry Equity Fund
Price$26.61
Change+$0.18 (+0.68%)
VolumeN/A
Net Assets80.01M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
GGEFX vs VTSMX Comparison Chart in %
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GGEFX vs. VTSMX commentary
Jul 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 GGEFX is a Buy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. GGEFX (80M). VTSMX pays higher dividends than GGEFX: VTSMX (1.12) vs GGEFX (0.00). GGEFX was incepted earlier than VTSMX: GGEFX (16 years) vs VTSMX (33 years). GGEFX (1.35) is less costly to investors than VTSMX (0.14). GGEFX is a more actively managed with annual turnover of: 11.17 vs. VTSMX (2.00). GGEFX has a lower initial minimum investment than VTSMX: GGEFX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. GGEFX (9.60). VTSMX return over 5 years is better than : 95.59 vs. GGEFX (52.06).
GGEFXVTSMXGGEFX / VTSMX
Total Expense Ratio1.250.14893%
Annual Report Gross Expense Ratio1.350.14964%
Fund Existence16 years33 years-
Gain YTD7.6466.421119%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets80M1.82T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year9.6013.8969%
Returns for 3 years32.2662.0852%
Returns for 5 years52.0695.5954%
Returns for 10 years40.00198.0520%
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