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SRFMX vs VFINX
SRFMX vs VFINX Comparison
Open Charts SRFMX vs VFINX
Vanguard 500 Index Investor
Price$622.49
Change-$10.47 (-1.65%)
VolumeN/A
Net Assets1.46T
SRFMX vs VFINX Comparison Chart in %
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SRFMX vs. VFINX commentary
Nov 14, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. SRFMX (91.4M). VFINX pays higher dividends than SRFMX: VFINX (1.02) vs SRFMX (0.38). 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 : 14.54 vs. SRFMX (-8.25). VFINX return over 5 years is better than : 91.22 vs. SRFMX (2.89).
| 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 | 11.405 | 16.640 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.4M | 1.46T | 0% |
| Annual Yield % from dividends | 0.38 | 1.02 | 38% |
| Returns for 1 year | -8.25 | 14.54 | -57% |
| Returns for 3 years | 7.80 | 71.72 | 11% |
| Returns for 5 years | 2.89 | 91.22 | 3% |
| Returns for 10 years | 72.92 | 238.83 | 31% |
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