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SRFMX vs VTSAX
SRFMX vs VTSAX Comparison
Open Charts SRFMX vs VTSAX
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.
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).
| SRFMX | VTSAX | SRFMX / VTSAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.78 | 0.04 | 1,950% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 7.299 | 6.416 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.2M | 1.82T | 0% |
| Annual Yield % from dividends | 0.45 | 1.21 | 37% |
| Returns for 1 year | -7.39 | 13.89 | -53% |
| Returns for 3 years | 8.36 | 62.12 | 13% |
| Returns for 5 years | 14.49 | 95.62 | 15% |
| Returns for 10 years | 60.06 | 198.69 | 30% |
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