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STFAX vs VTSMX
STFAX vs VTSMX Comparison
Open Charts STFAX vs VTSMX
State Street Equity 500 Index Adm
Price$471.11
Change+$3.97 (+0.85%)
VolumeN/A
Net Assets11.82B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
STFAX vs VTSMX Comparison Chart in %
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STFAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. STFAX (11.8B). STFAX pays higher dividends than VTSMX: STFAX (1.37) vs VTSMX (1.12). 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 : 14.71 vs. VTSMX (13.89). STFAX return over 5 years is better than : 107.60 vs. VTSMX (95.59).
| 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 | 7.380 | 6.421 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.82T | 1% |
| Annual Yield % from dividends | 1.37 | 1.12 | 123% |
| Returns for 1 year | 14.71 | 13.89 | 106% |
| Returns for 3 years | 68.45 | 62.08 | 110% |
| Returns for 5 years | 107.60 | 95.59 | 113% |
| Returns for 10 years | 207.11 | 198.05 | 105% |
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