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SRFMX vs VTSMX
SRFMX vs VTSMX Comparison
Open Charts SRFMX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SRFMX vs VTSMX Comparison Chart in %
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SRFMX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SRFMX (97.3M). VTSMX pays higher dividends than SRFMX: VTSMX (1.12) vs SRFMX (0.45). SRFMX was incepted earlier than VTSMX: SRFMX (12 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 : 17.75 vs. SRFMX (-4.95). VTSMX return over 5 years is better than : 93.51 vs. SRFMX (11.21).
| SRFMX | VTSMX | SRFMX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.78 | 0.14 | 557% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 7.513 | 8.287 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.3M | 1.91T | 0% |
| Annual Yield % from dividends | 0.45 | 1.12 | 40% |
| Returns for 1 year | -4.95 | 17.75 | -28% |
| Returns for 3 years | 6.33 | 60.60 | 10% |
| Returns for 5 years | 11.21 | 93.51 | 12% |
| Returns for 10 years | 58.86 | 200.97 | 29% |
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