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STFAX vs VSMPX
STFAX vs VSMPX Comparison
Open Charts STFAX vs VSMPX
State Street Equity 500 Index Adm
Price$471.11
Change+$3.97 (+0.85%)
VolumeN/A
Net Assets11.82B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
STFAX vs VSMPX Comparison Chart in %
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STFAX vs. VSMPX commentary
Jul 06, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. STFAX (11.8B). STFAX pays higher dividends than VSMPX: STFAX (1.37) vs VSMPX (1.22). STFAX was incepted earlier than VSMPX: STFAX (24 years) vs VSMPX (10 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 : 14.71 vs. VSMPX (13.90). STFAX return over 5 years is better than : 107.60 vs. VSMPX (95.69).
| 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 | 24 years | 10 years | - |
| Gain YTD | 7.380 | 6.426 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 100000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.82T | 1% |
| Annual Yield % from dividends | 1.37 | 1.22 | 112% |
| Returns for 1 year | 14.71 | 13.90 | 106% |
| Returns for 3 years | 68.45 | 62.17 | 110% |
| Returns for 5 years | 107.60 | 95.69 | 112% |
| Returns for 10 years | 207.11 | 189.21 | 109% |
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