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SRVEX vs VITSX
SRVEX vs VITSX Comparison
Open Charts SRVEX vs VITSX
Victory Diversified Stock A
Price$20.35
Change+$0.41 (+2.06%)
VolumeN/A
Net Assets294.2M
Vanguard Total Stock Market Idx I
Price$130.95
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
SRVEX vs VITSX Comparison Chart
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SRVEX vs. VITSX commentary
Apr 25, 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 SRVEX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. SRVEX (294M). VITSX pays higher dividends than SRVEX: VITSX (1.36) vs SRVEX (0.00). SRVEX was incepted earlier than VITSX: SRVEX (36 years) vs VITSX (28 years). SRVEX (1.07) is less costly to investors than VITSX (0.03). SRVEX is a more actively managed with annual turnover of: 81.00 vs. VITSX (2.00). SRVEX has a lower initial minimum investment than VITSX: SRVEX (2500) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 5.27 vs. SRVEX (-2.54). VITSX return over 5 years is better than : 86.78 vs. SRVEX (37.98).
| SRVEX | VITSX | SRVEX / VITSX | |
| Total Expense Ratio | 1.07 | 0.03 | 3,567% |
| Annual Report Gross Expense Ratio | 1.07 | 0.03 | 3,567% |
| Fund Existence | 36 years | 28 years | - |
| Gain YTD | -8.490 | -9.018 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | -2.54 | 5.27 | -48% |
| Returns for 3 years | 0.13 | 22.59 | 1% |
| Returns for 5 years | 37.98 | 86.78 | 44% |
| Returns for 10 years | -0.16 | 150.66 | -0% |
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