SRFMX
Price
$15.11
Change
+$0.06 (+0.40%)
Updated
Jul 25 closing price
Net Assets
97.28M
VSTSX
Price
$300.61
Change
+$1.32 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
Interact to see
Advertisement

SRFMX vs VSTSX

Header iconSRFMX vs VSTSX Comparison
Open Charts SRFMX vs VSTSXBanner chart's image
Sarofim Equity
Price$15.11
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets97.28M
Vanguard Total Stock Mkt Idx Instl Sel
Price$300.61
Change+$1.32 (+0.44%)
VolumeN/A
Net Assets1.91T
SRFMX vs VSTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SRFMX vs. VSTSX commentary
Jul 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 Buy and VSTSX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. SRFMX (97.3M). VSTSX pays higher dividends than SRFMX: VSTSX (1.23) 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 : 17.78 vs. SRFMX (-4.95). VSTSX return over 5 years is better than : 93.67 vs. SRFMX (11.21).
SRFMXVSTSXSRFMX / VSTSX
Total Expense Ratio0.700.017,000%
Annual Report Gross Expense Ratio0.780.017,800%
Fund Existence12 years9 years-
Gain YTD7.5138.30091%
Front LoadN/AN/A-
Min. Initial Investment250050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets97.3M1.91T0%
Annual Yield % from dividends0.451.2336%
Returns for 1 year-4.9517.78-28%
Returns for 3 years6.3360.7210%
Returns for 5 years11.2193.6712%
Returns for 10 years58.86N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
STSCX41.300.27
+0.66%
Sterling Capital SmCp Val Instl
TCVIX23.950.11
+0.46%
Touchstone Mid Cap Value Inst
GABUX5.10N/A
N/A
Gabelli Utilities AAA
PRCEX28.43-0.07
-0.25%
Principal Real Estate Securities C
RYMAX50.08-0.88
-1.73%
Rydex Telecommunications H