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SRFMX vs VFINX
SRFMX vs VFINX Comparison
Open Charts SRFMX vs VFINX
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
SRFMX vs VFINX Comparison Chart in %
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SRFMX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. SRFMX (78.6M). VFINX pays higher dividends than SRFMX: VFINX (1.01) vs SRFMX (0.37). SRFMX was incepted earlier than VFINX: SRFMX (12 years) vs VFINX (49 years). SRFMX (0.78) is less costly to investors than VFINX (0.14). SRFMX is a more actively managed with annual turnover of: 13.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SRFMX: VFINX (0) vs SRFMX (2500). VFINX annual gain was more profitable for investors over the last year : 15.48 vs. SRFMX (-18.46). VFINX return over 5 years is better than : 78.93 vs. SRFMX (-22.39).
| SRFMX | VFINX | SRFMX / VFINX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.78 | 0.14 | 557% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | -1.348 | 1.131 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.6M | 1.48T | 0% |
| Annual Yield % from dividends | 0.37 | 1.01 | 36% |
| Returns for 1 year | -18.46 | 15.48 | -119% |
| Returns for 3 years | -16.14 | 67.54 | -24% |
| Returns for 5 years | -22.39 | 78.93 | -28% |
| Returns for 10 years | 45.87 | 268.63 | 17% |
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