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SRFMX vs VTSMX
SRFMX vs VTSMX Comparison
Open Charts SRFMX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SRFMX vs VTSMX Comparison Chart
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SRFMX vs. VTSMX commentary
Jun 16, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SRFMX (93.6M). VTSMX pays higher dividends than SRFMX: VTSMX (1.18) vs SRFMX (0.46). SRFMX was incepted earlier than VTSMX: SRFMX (11 years) vs VTSMX (33 years). SRFMX (0.78) is less costly to investors than VTSMX (0.14). SRFMX is a more actively managed with annual turnover of: 13.00 vs. VTSMX (2.00). SRFMX has a lower initial minimum investment than VTSMX: SRFMX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. SRFMX (-9.06). VTSMX return over 5 years is better than : 91.36 vs. SRFMX (14.45).
| SRFMX | VTSMX | SRFMX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.78 | 0.14 | 557% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 3.228 | 1.349 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.6M | 1.82T | 0% |
| Annual Yield % from dividends | 0.46 | 1.18 | 39% |
| Returns for 1 year | -9.06 | 10.06 | -90% |
| Returns for 3 years | 7.17 | 57.59 | 12% |
| Returns for 5 years | 14.45 | 91.36 | 16% |
| Returns for 10 years | 51.53 | 178.92 | 29% |
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