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SRFMX vs VFIAX
SRFMX vs VFIAX Comparison
Open Charts SRFMX vs VFIAX
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
SRFMX vs VFIAX Comparison Chart in %
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SRFMX vs. VFIAX commentary
Oct 19, 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. SRFMX (89.2M). VFIAX pays higher dividends than SRFMX: VFIAX (1.14) vs SRFMX (0.39). SRFMX was incepted earlier than VFIAX: SRFMX (12 years) vs VFIAX (25 years). SRFMX (0.78) is less costly to investors than VFIAX (0.04). SRFMX is a more actively managed with annual turnover of: 13.00 vs. VFIAX (2.00). SRFMX has a lower initial minimum investment than VFIAX: SRFMX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 14.15 vs. SRFMX (-9.10). VFIAX return over 5 years is better than : 91.55 vs. SRFMX (2.47).
| SRFMX | VFIAX | SRFMX / VFIAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.78 | 0.04 | 1,950% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 8.060 | 13.413 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.2M | 1.41T | 0% |
| Annual Yield % from dividends | 0.39 | 1.14 | 34% |
| Returns for 1 year | -9.10 | 14.15 | -64% |
| Returns for 3 years | 12.95 | 79.39 | 16% |
| Returns for 5 years | 2.47 | 91.55 | 3% |
| Returns for 10 years | 65.91 | 228.70 | 29% |