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SRVEX vs VSMPX
SRVEX vs VSMPX Comparison
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SRVEX vs VSMPX Comparison Chart in %
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SRVEX vs. VSMPX commentary
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.3T vs. SRVEX (396M). VSMPX pays higher dividends than SRVEX: VSMPX (1.07) 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 : 18.52 vs. SRVEX (10.50). VSMPX return over 5 years is better than : 63.19 vs. SRVEX (15.93).
| SRVEX | VSMPX | SRVEX / VSMPX | |
| Total Expense Ratio | 1.05 | 0.02 | 5,250% |
| Annual Report Gross Expense Ratio | 1.05 | 0.02 | 5,250% |
| Fund Existence | 37 years | 11 years | - |
| Gain YTD | 10.880 | 9.883 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 396M | 2.3T | 0% |
| Annual Yield % from dividends | 0.21 | 1.07 | 19% |
| Returns for 1 year | 10.50 | 18.52 | 57% |
| Returns for 3 years | 31.67 | 62.22 | 51% |
| Returns for 5 years | 15.93 | 63.19 | 25% |
| Returns for 10 years | 47.81 | 235.86 | 20% |
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