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SRFMX vs VFIAX
SRFMX vs VFIAX Comparison
Open Charts SRFMX vs VFIAX
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
SRFMX vs VFIAX Comparison Chart in %
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SRFMX vs. VFIAX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. SRFMX (78.6M). VFIAX pays higher dividends than SRFMX: VFIAX (1.10) vs SRFMX (0.37). 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 : 15.49 vs. SRFMX (-18.46). VFIAX return over 5 years is better than : 78.94 vs. SRFMX (-22.39).
| 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 | -1.348 | 1.141 | -118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.6M | 1.48T | 0% |
| Annual Yield % from dividends | 0.37 | 1.10 | 33% |
| Returns for 1 year | -18.46 | 15.49 | -119% |
| Returns for 3 years | -16.14 | 67.56 | -24% |
| Returns for 5 years | -22.39 | 78.94 | -28% |
| Returns for 10 years | 45.87 | 268.61 | 17% |
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