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STFAX vs VTSMX
STFAX vs VTSMX Comparison
Open Charts STFAX vs VTSMX
State Street Equity 500 Index Adm
Price$499.60
Change+$2.94 (+0.59%)
VolumeN/A
Net Assets12.85B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
STFAX vs VTSMX Comparison Chart in %
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STFAX vs. VTSMX commentary
Sep 29, 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: 1.95T vs. STFAX (12.8B). STFAX pays higher dividends than VTSMX: STFAX (1.32) vs VTSMX (1.07). STFAX was incepted earlier than VTSMX: STFAX (24 years) vs VTSMX (33 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 : 16.92 vs. VTSMX (15.63). STFAX return over 5 years is better than : 108.25 vs. VTSMX (96.53).
| STFAX | VTSMX | STFAX / VTSMX | |
| Total Expense Ratio | 0.17 | 0.14 | 121% |
| Annual Report Gross Expense Ratio | 0.25 | 0.14 | 179% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 13.874 | 12.949 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 1.95T | 1% |
| Annual Yield % from dividends | 1.32 | 1.07 | 123% |
| Returns for 1 year | 16.92 | 15.63 | 108% |
| Returns for 3 years | 86.70 | 80.25 | 108% |
| Returns for 5 years | 108.25 | 96.53 | 112% |
| Returns for 10 years | 256.17 | 249.92 | 103% |
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