Sarofim Equity (SRFMX) Stock Price & Analysis
Sarofim Equity (SRFMX) closed at USD 12.68 on Friday, October 23, 2026, down 0.47% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 12.74; the Oct 23, 2026 session ranged USD 12.68–12.68 on volume of 0 shares. Market capitalization is —, with a 52-week range of USD 10.65–15.76 (NAS). Source: Nexqual, retrieved October 24, 2026 at 15:44 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SRFMX.md
Key facts (SRFMX)
- Total return with dividends: 1Y +7.9% vs S&P 500 +13.4%; 5Y +37.1% vs S&P 500 +76.9%.
Total return (dividends reinvested) (SRFMX)
| 1Y (from 2025-10-24) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +7.9% | +37.1% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +7.9% | +6.5% |
| Volatility (annualized) | 13.1% | 16.0% |
| Max drawdown | -12.1% (Jan 2026→Mar 2026) | -27.1% (Dec 2021→Sep 2022) |
Key Statistics (as of October 24, 2026 at 15:44 UTC)
| Price | USD 12.68 |
|---|---|
| Change | ▼ 0.47% (down) |
| Previous Close | USD 12.74 |
| Open | USD 12.68 |
| Day Range | USD 12.68 – 12.68 |
| 52-Week Range | USD 10.65 – 15.76 |
| Volume | 0 shares |
| Market Cap | — |
| Exchange | NAS |
Technical Analysis (SRFMX)
Nexqual's technical model rates SRFMX "BUY" based on 4 bullish and 2 bearish signals across 127 daily candles, as of October 24, 2026 at 15:44 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 47.23 (neutral) |
| vs SMA50 | Above (USD 12.66) |
| MACD | 0.04 (positive) |
Financial Health Score (SRFMX)
Nexqual rates Sarofim Equity's overall financial health "Mixed" across five dimensions, as of October 24, 2026 at 15:44 UTC.
| Growth | Mixed — No data |
|---|---|
| Profitability | Mixed — No data |
| Balance Sheet | Mixed — No data |
| Cash Flow | Mixed — No data |
| Efficiency | Mixed — No data |
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| STSEX | BlackRock Exchange Portfolio Bl | USD 2,976.39 | ▲ 0% |
| SSAQX | State Street US Core Equity Fund | USD 81.89 | ▲ 0% |
| PAXLX | Pax Large Cap Fund Individual I | USD 11.47 | ▼ 0% |
| WAMFX | Boston Trust Walden Midcap Fund | USD 25.4 | ▼ 0.51% |
| WIEFX | Boston Trust Walden Internation | USD 18.04 | ▼ 0.33% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 15:44 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt