SRFMX
Price
$15.08
Change
+$0.12 (+0.80%)
Updated
Jul 3 closing price
Net Assets
97.19M
VSTSX
Price
$295.41
Change
+$2.52 (+0.86%)
Updated
Jul 3 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$15.08
Change+$0.12 (+0.80%)
VolumeN/A
Net Assets97.19M
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
SRFMX vs VSTSX Comparison Chart in %
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SRFMX vs. VSTSX commentary
Jul 07, 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 (97.2M). VSTSX pays higher dividends than SRFMX: VSTSX (1.23) vs SRFMX (0.45). 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 : 13.91 vs. SRFMX (-7.39). VSTSX return over 5 years is better than : 95.76 vs. SRFMX (14.49).
SRFMXVSTSXSRFMX / VSTSX
Total Expense Ratio0.700.017,000%
Annual Report Gross Expense Ratio0.780.017,800%
Fund Existence11 years9 years-
Gain YTD7.2996.427114%
Front LoadN/AN/A-
Min. Initial Investment250050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets97.2M1.82T0%
Annual Yield % from dividends0.451.2336%
Returns for 1 year-7.3913.91-53%
Returns for 3 years8.3662.2113%
Returns for 5 years14.4995.7615%
Returns for 10 years60.06N/A-
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