SRFMX
Price
$15.01
Change
+$0.01 (+0.07%)
Updated
Aug 15 closing price
Net Assets
96.01M
VSTSX
Price
$303.34
Change
-$0.81 (-0.27%)
Updated
Aug 15 closing price
Net Assets
1.91T
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SRFMX vs VSTSX

Header iconSRFMX vs VSTSX Comparison
Open Charts SRFMX vs VSTSXBanner chart's image
Sarofim Equity
Price$15.01
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets96.01M
Vanguard Total Stock Mkt Idx Instl Sel
Price$303.34
Change-$0.81 (-0.27%)
VolumeN/A
Net Assets1.91T
SRFMX vs VSTSX Comparison Chart in %
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SRFMX vs. VSTSX commentary
Aug 17, 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: 1.91T vs. SRFMX (96M). VSTSX pays higher dividends than SRFMX: VSTSX (1.20) vs SRFMX (0.45). SRFMX was incepted earlier than VSTSX: SRFMX (12 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 : 16.23 vs. SRFMX (-8.50). VSTSX return over 5 years is better than : 85.95 vs. SRFMX (5.52).
SRFMXVSTSXSRFMX / VSTSX
Total Expense Ratio0.700.017,000%
Annual Report Gross Expense Ratio0.780.017,800%
Fund Existence12 years9 years-
Gain YTD6.8019.28473%
Front LoadN/AN/A-
Min. Initial Investment250050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets96M1.91T0%
Annual Yield % from dividends0.451.2037%
Returns for 1 year-8.5016.23-52%
Returns for 3 years-3.6646.90-8%
Returns for 5 years5.5285.956%
Returns for 10 years60.08N/A-
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