SRVEX
Price
$26.51
Change
+$0.02 (+0.08%)
Updated
Jun 22 closing price
Net Assets
396.34M
VITSX
Price
$179.54
Change
-$0.62 (-0.34%)
Updated
Jun 22 closing price
Net Assets
2.31T
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SRVEX vs VITSX

SRVEX vs VITSX Comparison Chart in %
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VS
SRVEX vs. VITSX commentary
Jun 24, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.31T vs. SRVEX (396M). VITSX pays higher dividends than SRVEX: VITSX (1.01) vs SRVEX (0.21). SRVEX was incepted earlier than VITSX: SRVEX (37 years) vs VITSX (29 years). SRVEX (1.05) is less costly to investors than VITSX (0.03). SRVEX is a more actively managed with annual turnover of: 92.00 vs. VITSX (3.00). 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 : 24.58 vs. SRVEX (18.23). VITSX return over 5 years is better than : 67.07 vs. SRVEX (20.26).
SRVEXVITSXSRVEX / VITSX
Total Expense Ratio1.050.033,500%
Annual Report Gross Expense Ratio1.050.033,500%
Fund Existence37 years29 years-
Gain YTD10.00810.014100%
Front Load6%N/A-
Min. Initial Investment250050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets396M2.31T0%
Annual Yield % from dividends0.211.0120%
Returns for 1 year18.2324.5874%
Returns for 3 years38.3972.0353%
Returns for 5 years20.2667.0730%
Returns for 10 years54.45268.4520%
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