SRFMX
Price
$14.53
Change
-$0.21 (-1.42%)
Updated
Jun 13 closing price
Net Assets
93.59M
VSTSX
Price
$281.43
Change
-$3.33 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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SRFMX vs VSTSX

Header iconSRFMX vs VSTSX Comparison
Open Charts SRFMX vs VSTSXBanner chart's image
Sarofim Equity
Price$14.53
Change-$0.21 (-1.42%)
VolumeN/A
Net Assets93.59M
Vanguard Total Stock Mkt Idx Instl Sel
Price$281.43
Change-$3.33 (-1.17%)
VolumeN/A
Net Assets1.82T
SRFMX vs VSTSX Comparison Chart
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SRFMX vs. VSTSX 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 VSTSX is a Buy.

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FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. SRFMX (93.6M). VSTSX pays higher dividends than SRFMX: VSTSX (1.29) vs SRFMX (0.46). SRFMX was incepted earlier than VSTSX: SRFMX (11 years) vs VSTSX (9 years). SRFMX (0.78) is less costly to investors than VSTSX (0.01). SRFMX is a more actively managed with annual turnover of: 13.00 vs. VSTSX (2.00). SRFMX has a lower initial minimum investment than VSTSX: SRFMX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 10.09 vs. SRFMX (-9.06). VSTSX return over 5 years is better than : 91.51 vs. SRFMX (14.45).
SRFMXVSTSXSRFMX / VSTSX
Total Expense Ratio0.700.017,000%
Annual Report Gross Expense Ratio0.780.017,800%
Fund Existence11 years9 years-
Gain YTD3.2281.376235%
Front LoadN/AN/A-
Min. Initial Investment250050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets93.6M1.82T0%
Annual Yield % from dividends0.461.2936%
Returns for 1 year-9.0610.09-90%
Returns for 3 years7.1757.7012%
Returns for 5 years14.4591.5116%
Returns for 10 years51.53N/A-
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