SRFMX
Price
$15.11
Change
+$0.06 (+0.40%)
Updated
Jul 25 closing price
Net Assets
97.28M
VTSAX
Price
$152.65
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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SRFMX vs VTSAX

Header iconSRFMX vs VTSAX Comparison
Open Charts SRFMX vs VTSAXBanner chart's image
Sarofim Equity
Price$15.11
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets97.28M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SRFMX vs VTSAX Comparison Chart in %
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SRFMX vs. VTSAX 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SRFMX (97.3M). VTSAX pays higher dividends than SRFMX: VTSAX (1.21) vs SRFMX (0.45). SRFMX was incepted earlier than VTSAX: SRFMX (12 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 : 17.75 vs. SRFMX (-4.95). VTSAX return over 5 years is better than : 93.55 vs. SRFMX (11.21).
SRFMXVTSAXSRFMX / VTSAX
Total Expense Ratio0.700.041,750%
Annual Report Gross Expense Ratio0.780.041,950%
Fund Existence12 years25 years-
Gain YTD7.5138.28991%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets97.3M1.91T0%
Annual Yield % from dividends0.451.2137%
Returns for 1 year-4.9517.75-28%
Returns for 3 years6.3360.6310%
Returns for 5 years11.2193.5512%
Returns for 10 years58.86201.6429%
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