SRFMX
Price
$15.20
Change
+$0.06 (+0.40%)
Updated
Sep 26 closing price
Net Assets
89.8M
VFFSX
Price
$325.99
Change
+$1.92 (+0.59%)
Updated
Sep 26 closing price
Net Assets
1.37T
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SRFMX vs VFFSX

Header iconSRFMX vs VFFSX Comparison
Open Charts SRFMX vs VFFSXBanner chart's image
Sarofim Equity
Price$15.20
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets89.8M
Vanguard 500 Index Institutional Select
Price$325.99
Change+$1.92 (+0.59%)
VolumeN/A
Net Assets1.37T
SRFMX vs VFFSX Comparison Chart in %
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SRFMX vs. VFFSX commentary
Sep 27, 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 SRFMX is a Hold and VFFSX is a Hold.

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FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. SRFMX (89.8M). VFFSX pays higher dividends than SRFMX: VFFSX (1.18) vs SRFMX (0.44). SRFMX was incepted earlier than VFFSX: SRFMX (12 years) vs VFFSX (9 years). SRFMX (0.78) is less costly to investors than VFFSX (0.01). SRFMX is a more actively managed with annual turnover of: 13.00 vs. VFFSX (2.00). SRFMX has a lower initial minimum investment than VFFSX: SRFMX (2500) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 15.70 vs. SRFMX (-8.94). VFFSX return over 5 years is better than : 101.56 vs. SRFMX (7.96).
SRFMXVFFSXSRFMX / VFFSX
Total Expense Ratio0.700.017,000%
Annual Report Gross Expense Ratio0.780.017,800%
Fund Existence12 years9 years-
Gain YTD8.15313.31561%
Front LoadN/AN/A-
Min. Initial Investment250050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets89.8M1.37T0%
Annual Yield % from dividends0.441.1838%
Returns for 1 year-8.9415.70-57%
Returns for 3 years16.0883.0719%
Returns for 5 years7.96101.568%
Returns for 10 years79.70N/A-
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