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SRVEX vs VSMPX
SRVEX vs VSMPX Comparison
Open Charts SRVEX vs VSMPX
Victory Diversified Stock A
Price$21.16
Change+$0.36 (+1.73%)
VolumeN/A
Net Assets305.94M
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.70
Change+$3.92 (+1.56%)
VolumeN/A
Net Assets1.7T
SRVEX vs VSMPX Comparison Chart
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SRVEX vs. VSMPX commentary
May 03, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. SRVEX (306M). VSMPX pays higher dividends than SRVEX: VSMPX (1.37) vs SRVEX (0.00). SRVEX was incepted earlier than VSMPX: SRVEX (36 years) vs VSMPX (10 years). SRVEX (1.07) is less costly to investors than VSMPX (0.02). SRVEX is a more actively managed with annual turnover of: 81.00 vs. VSMPX (2.00). SRVEX has a lower initial minimum investment than VSMPX: SRVEX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 9.76 vs. SRVEX (1.66). VSMPX return over 5 years is better than : 94.51 vs. SRVEX (42.95).
| SRVEX | VSMPX | SRVEX / VSMPX | |
| Total Expense Ratio | 1.07 | 0.02 | 5,350% |
| Annual Report Gross Expense Ratio | 1.07 | 0.02 | 5,350% |
| Fund Existence | 36 years | 10 years | - |
| Gain YTD | -4.543 | -5.186 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 1.66 | 9.76 | 17% |
| Returns for 3 years | 5.24 | 31.55 | 17% |
| Returns for 5 years | 42.95 | 94.51 | 45% |
| Returns for 10 years | 5.68 | 155.98 | 4% |