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SRFMX vs VSMPX
SRFMX vs VSMPX Comparison
Open Charts SRFMX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
SRFMX vs VSMPX Comparison Chart in %
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VS
SRFMX vs. VSMPX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. SRFMX (89.2M). VSMPX pays higher dividends than SRFMX: VSMPX (1.15) vs SRFMX (0.39). 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 : 13.81 vs. SRFMX (-9.10). VSMPX return over 5 years is better than : 84.96 vs. SRFMX (2.47).
| 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 | 8.060 | 13.029 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.2M | 2.02T | 0% |
| Annual Yield % from dividends | 0.39 | 1.15 | 34% |
| Returns for 1 year | -9.10 | 13.81 | -66% |
| Returns for 3 years | 12.95 | 76.12 | 17% |
| Returns for 5 years | 2.47 | 84.96 | 3% |
| Returns for 10 years | 65.91 | 215.53 | 31% |
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