SRVEX
Price
$24.28
Change
+$0.15 (+0.62%)
Updated
Jul 25 closing price
Net Assets
347.2M
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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SRVEX vs VSMPX

Header iconSRVEX vs VSMPX Comparison
Open Charts SRVEX vs VSMPXBanner chart's image
Victory Diversified Stock A
Price$24.28
Change+$0.15 (+0.62%)
VolumeN/A
Net Assets347.2M
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
SRVEX vs VSMPX Comparison Chart in %
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VS
SRVEX vs. VSMPX commentary
Jul 26, 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SRVEX (347M). VSMPX pays higher dividends than SRVEX: VSMPX (1.22) 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 : 17.25 vs. SRVEX (10.23). VSMPX return over 5 years is better than : 92.76 vs. SRVEX (42.77).
SRVEXVSMPXSRVEX / VSMPX
Total Expense Ratio1.070.025,350%
Annual Report Gross Expense Ratio1.070.025,350%
Fund Existence36 years10 years-
Gain YTD10.7397.825137%
Front Load6%N/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets347M1.91T0%
Annual Yield % from dividends0.001.22-
Returns for 1 year10.2317.2559%
Returns for 3 years29.1359.9749%
Returns for 5 years42.7792.7646%
Returns for 10 years19.33190.8110%
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