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SRFMX vs VSMPX
SRFMX vs VSMPX Comparison
Open Charts SRFMX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
SRFMX vs VSMPX Comparison Chart
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SRFMX vs. VSMPX commentary
Jun 16, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SRFMX (93.6M). VSMPX pays higher dividends than SRFMX: VSMPX (1.29) vs SRFMX (0.46). SRFMX was incepted earlier than VSMPX: SRFMX (11 years) vs VSMPX (10 years). SRFMX (0.78) is less costly to investors than VSMPX (0.02). SRFMX is a more actively managed with annual turnover of: 13.00 vs. VSMPX (2.00). SRFMX has a lower initial minimum investment than VSMPX: SRFMX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. SRFMX (-9.06). VSMPX return over 5 years is better than : 91.46 vs. SRFMX (14.45).
| SRFMX | VSMPX | SRFMX / VSMPX | |
| Total Expense Ratio | 0.70 | 0.02 | 3,500% |
| Annual Report Gross Expense Ratio | 0.78 | 0.02 | 3,900% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 3.228 | 1.374 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.6M | 1.82T | 0% |
| Annual Yield % from dividends | 0.46 | 1.29 | 36% |
| Returns for 1 year | -9.06 | 10.08 | -90% |
| Returns for 3 years | 7.17 | 57.66 | 12% |
| Returns for 5 years | 14.45 | 91.46 | 16% |
| Returns for 10 years | 51.53 | 170.67 | 30% |
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