SRFMX
Price
$15.08
Change
+$0.12 (+0.80%)
Updated
Jul 3 closing price
Net Assets
97.19M
VFFSX
Price
$307.28
Change
+$2.59 (+0.85%)
Updated
Jul 3 closing price
Net Assets
1.43T
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SRFMX vs VFFSX

Header iconSRFMX vs VFFSX Comparison
Open Charts SRFMX vs VFFSXBanner chart's image
Sarofim Equity
Price$15.08
Change+$0.12 (+0.80%)
VolumeN/A
Net Assets97.19M
Vanguard 500 Index Institutional Select
Price$307.28
Change+$2.59 (+0.85%)
VolumeN/A
Net Assets1.43T
SRFMX vs VFFSX Comparison Chart in %
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SRFMX vs. VFFSX 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 SRFMX is a Buy and VFFSX is a Buy.

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FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.43T vs. SRFMX (97.2M). VFFSX pays higher dividends than SRFMX: VFFSX (1.23) vs SRFMX (0.45). SRFMX was incepted earlier than VFFSX: SRFMX (11 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 : 13.52 vs. SRFMX (-7.39). VFFSX return over 5 years is better than : 100.98 vs. SRFMX (14.49).
SRFMXVFFSXSRFMX / VFFSX
Total Expense Ratio0.700.017,000%
Annual Report Gross Expense Ratio0.780.017,800%
Fund Existence11 years9 years-
Gain YTD7.2996.811107%
Front LoadN/AN/A-
Min. Initial Investment250050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets97.2M1.43T0%
Annual Yield % from dividends0.451.2336%
Returns for 1 year-7.3913.52-55%
Returns for 3 years8.3664.4313%
Returns for 5 years14.49100.9814%
Returns for 10 years60.06N/A-
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