SRVEX
Price
$26.51
Change
+$0.02 (+0.08%)
Updated
Jun 22 closing price
Net Assets
396.34M
VSMPX
Price
$336.81
Change
-$1.16 (-0.34%)
Updated
Jun 22 closing price
Net Assets
2.31T
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SRVEX vs VSMPX

SRVEX vs VSMPX Comparison Chart in %
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VS
SRVEX vs. VSMPX 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 VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.31T vs. SRVEX (396M). VSMPX pays higher dividends than SRVEX: VSMPX (1.02) vs SRVEX (0.21). SRVEX was incepted earlier than VSMPX: SRVEX (37 years) vs VSMPX (11 years). SRVEX (1.05) is less costly to investors than VSMPX (0.02). SRVEX is a more actively managed with annual turnover of: 92.00 vs. VSMPX (3.00). 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 : 26.19 vs. SRVEX (18.23). VSMPX return over 5 years is better than : 68.83 vs. SRVEX (20.26).
SRVEXVSMPXSRVEX / VSMPX
Total Expense Ratio1.050.025,250%
Annual Report Gross Expense Ratio1.050.025,250%
Fund Existence37 years11 years-
Gain YTD10.00810.40196%
Front Load6%N/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets396M2.31T0%
Annual Yield % from dividends0.211.0220%
Returns for 1 year18.2326.1970%
Returns for 3 years38.3972.6753%
Returns for 5 years20.2668.8329%
Returns for 10 years54.45258.0421%
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