SRFMX
Price
$15.01
Change
+$0.01 (+0.07%)
Updated
Aug 15 closing price
Net Assets
96.01M
VTSMX
Price
$154.00
Change
-$0.41 (-0.27%)
Updated
Aug 15 closing price
Net Assets
1.91T
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SRFMX vs VTSMX

Header iconSRFMX vs VTSMX Comparison
Open Charts SRFMX vs VTSMXBanner chart's image
Sarofim Equity
Price$15.01
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets96.01M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SRFMX vs VTSMX Comparison Chart in %
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SRFMX vs. VTSMX commentary
Aug 17, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SRFMX (96M). VTSMX pays higher dividends than SRFMX: VTSMX (1.09) 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 : 16.21 vs. SRFMX (-8.50). VTSMX return over 5 years is better than : 85.82 vs. SRFMX (5.52).
SRFMXVTSMXSRFMX / VTSMX
Total Expense Ratio0.700.14500%
Annual Report Gross Expense Ratio0.780.14557%
Fund Existence12 years33 years-
Gain YTD6.8019.26673%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets96M1.91T0%
Annual Yield % from dividends0.451.0941%
Returns for 1 year-8.5016.21-52%
Returns for 3 years-3.6646.80-8%
Returns for 5 years5.5285.826%
Returns for 10 years60.08202.5430%
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