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STFAX vs VSMPX
STFAX vs VSMPX Comparison
Open Charts STFAX vs VSMPX
State Street Equity 500 Index Adm
Price$522.51
Change+$1.67 (+0.32%)
VolumeN/A
Net Assets13.74B
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
STFAX vs VSMPX Comparison Chart in %
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STFAX vs. VSMPX commentary
Dec 25, 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 STFAX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. STFAX (13.7B). STFAX pays higher dividends than VSMPX: STFAX (1.24) vs VSMPX (1.12). STFAX was incepted earlier than VSMPX: STFAX (25 years) vs VSMPX (11 years). STFAX (0.25) is less costly to investors than VSMPX (0.02). STFAX is a more actively managed with annual turnover of: 4.00 vs. VSMPX (2.00). STFAX has a lower initial minimum investment than VSMPX: STFAX (25000000) vs VSMPX (100000000). STFAX annual gain was more profitable for investors over the last year : 16.00 vs. VSMPX (14.43). STFAX return over 5 years is better than : 93.37 vs. VSMPX (76.89).
| STFAX | VSMPX | STFAX / VSMPX | |
| Total Expense Ratio | 0.17 | 0.02 | 850% |
| Annual Report Gross Expense Ratio | 0.25 | 0.02 | 1,250% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 19.096 | 17.382 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 2.06T | 1% |
| Annual Yield % from dividends | 1.24 | 1.12 | 111% |
| Returns for 1 year | 16.00 | 14.43 | 111% |
| Returns for 3 years | 84.56 | 78.10 | 108% |
| Returns for 5 years | 93.37 | 76.89 | 121% |
| Returns for 10 years | 238.67 | 225.09 | 106% |
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