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STFAX vs VSMPX
STFAX vs VSMPX Comparison
Open Charts STFAX vs VSMPX
State Street Equity 500 Index Adm
Price$507.11
Change-$8.55 (-1.66%)
VolumeN/A
Net Assets13.22B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
STFAX vs VSMPX Comparison Chart in %
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STFAX vs. VSMPX commentary
Nov 14, 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: 2.05T vs. STFAX (13.2B). 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 : 15.74 vs. VSMPX (13.44). STFAX return over 5 years is better than : 97.44 vs. VSMPX (84.08).
| 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 | 17.535 | 15.994 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 2.05T | 1% |
| Annual Yield % from dividends | 1.24 | 1.12 | 111% |
| Returns for 1 year | 15.74 | 13.44 | 117% |
| Returns for 3 years | 75.75 | 68.30 | 111% |
| Returns for 5 years | 97.44 | 84.08 | 116% |
| Returns for 10 years | 241.57 | 225.48 | 107% |
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