SRFMX
Price
$15.08
Change
+$0.12 (+0.80%)
Updated
Jul 3 closing price
Net Assets
97.19M
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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SRFMX vs VTSAX

Header iconSRFMX vs VTSAX Comparison
Open Charts SRFMX vs VTSAXBanner chart's image
Sarofim Equity
Price$15.08
Change+$0.12 (+0.80%)
VolumeN/A
Net Assets97.19M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SRFMX vs VTSAX Comparison Chart in %
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SRFMX vs. VTSAX 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SRFMX (97.2M). VTSAX pays higher dividends than SRFMX: VTSAX (1.21) vs SRFMX (0.45). SRFMX was incepted earlier than VTSAX: SRFMX (11 years) vs VTSAX (25 years). SRFMX (0.78) is less costly to investors than VTSAX (0.04). SRFMX is a more actively managed with annual turnover of: 13.00 vs. VTSAX (2.00). SRFMX has a lower initial minimum investment than VTSAX: SRFMX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. SRFMX (-7.39). VTSAX return over 5 years is better than : 95.62 vs. SRFMX (14.49).
SRFMXVTSAXSRFMX / VTSAX
Total Expense Ratio0.700.041,750%
Annual Report Gross Expense Ratio0.780.041,950%
Fund Existence11 years25 years-
Gain YTD7.2996.416114%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets97.2M1.82T0%
Annual Yield % from dividends0.451.2137%
Returns for 1 year-7.3913.89-53%
Returns for 3 years8.3662.1213%
Returns for 5 years14.4995.6215%
Returns for 10 years60.06198.6930%
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