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SRFMX vs VSMPX
SRFMX vs VSMPX Comparison
Open Charts SRFMX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.79
Change+$1.87 (+0.63%)
VolumeN/A
Net Assets1.95T
SRFMX vs VSMPX Comparison Chart in %
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VS
VS
SRFMX vs. VSMPX commentary
Sep 27, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. SRFMX (89.8M). VSMPX pays higher dividends than SRFMX: VSMPX (1.17) vs SRFMX (0.44). SRFMX was incepted earlier than VSMPX: SRFMX (12 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 : 15.65 vs. SRFMX (-8.94). VSMPX return over 5 years is better than : 96.68 vs. SRFMX (7.96).
| 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 | 12 years | 10 years | - |
| Gain YTD | 8.153 | 12.983 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.8M | 1.95T | 0% |
| Annual Yield % from dividends | 0.44 | 1.17 | 38% |
| Returns for 1 year | -8.94 | 15.65 | -57% |
| Returns for 3 years | 16.08 | 80.38 | 20% |
| Returns for 5 years | 7.96 | 96.68 | 8% |
| Returns for 10 years | 79.70 | 239.66 | 33% |
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