Interact to see
Advertisement
Advertisement
STFAX vs VTSMX
STFAX vs VTSMX Comparison
Open Charts STFAX vs VTSMX
State Street Equity 500 Index Adm
Price$507.11
Change-$8.55 (-1.66%)
VolumeN/A
Net Assets13.22B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
STFAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
STFAX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. STFAX (13.2B). STFAX pays higher dividends than VTSMX: STFAX (1.24) vs VTSMX (1.02). STFAX was incepted earlier than VTSMX: STFAX (25 years) vs VTSMX (34 years). STFAX (0.25) is less costly to investors than VTSMX (0.14). STFAX is a more actively managed with annual turnover of: 4.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than STFAX: VTSMX (3000) vs STFAX (25000000). STFAX annual gain was more profitable for investors over the last year : 15.74 vs. VTSMX (13.42). STFAX return over 5 years is better than : 97.44 vs. VTSMX (83.98).
| STFAX | VTSMX | STFAX / VTSMX | |
| Total Expense Ratio | 0.17 | 0.14 | 121% |
| Annual Report Gross Expense Ratio | 0.25 | 0.14 | 179% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 17.535 | 15.972 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 2.05T | 1% |
| Annual Yield % from dividends | 1.24 | 1.02 | 122% |
| Returns for 1 year | 15.74 | 13.42 | 117% |
| Returns for 3 years | 75.75 | 68.22 | 111% |
| Returns for 5 years | 97.44 | 83.98 | 116% |
| Returns for 10 years | 241.57 | 235.40 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement