SRFMX
Price
$15.11
Change
+$0.06 (+0.40%)
Updated
Jul 25 closing price
Net Assets
97.28M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
Interact to see
Advertisement

SRFMX vs VTSMX

Header iconSRFMX vs VTSMX Comparison
Open Charts SRFMX vs VTSMXBanner chart's image
Sarofim Equity
Price$15.11
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets97.28M
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
SRFMXVTSMXSRFMX / VTSMX
Total Expense Ratio0.700.14500%
Annual Report Gross Expense Ratio0.780.14557%
Fund Existence12 years33 years-
Gain YTD7.5138.28791%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets97.3M1.91T0%
Annual Yield % from dividends0.451.1240%
Returns for 1 year-4.9517.75-28%
Returns for 3 years6.3360.6010%
Returns for 5 years11.2193.5112%
Returns for 10 years58.86200.9729%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
STSCX41.300.27
+0.66%
Sterling Capital SmCp Val Instl
TCVIX23.950.11
+0.46%
Touchstone Mid Cap Value Inst
GABUX5.10N/A
N/A
Gabelli Utilities AAA
PRCEX28.43-0.07
-0.25%
Principal Real Estate Securities C
RYMAX50.08-0.88
-1.73%
Rydex Telecommunications H