SRVEX
Price
$27.09
Change
+$0.26 (+0.97%)
Updated
Sep 11 closing price
Net Assets
395.87M
VSMPX
Price
$343.69
Change
+$2.88 (+0.85%)
Updated
Sep 11 closing price
Net Assets
2.34T
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SRVEX vs VSMPX

SRVEX vs VSMPX Comparison Chart in %
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VS
SRVEX vs. VSMPX commentary
Sep 12, 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 StrongBuy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.34T vs. SRVEX (396M). VSMPX pays higher dividends than SRVEX: VSMPX (1.04) vs SRVEX (0.20). 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 : 14.99 vs. SRVEX (5.80). VSMPX return over 5 years is better than : 62.99 vs. SRVEX (14.18).
SRVEXVSMPXSRVEX / VSMPX
Total Expense Ratio1.050.025,250%
Annual Report Gross Expense Ratio1.050.025,250%
Fund Existence37 years11 years-
Gain YTD11.42011.350101%
Front Load6%N/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets396M2.34T0%
Annual Yield % from dividends0.201.0419%
Returns for 1 year5.8014.9939%
Returns for 3 years34.9768.8551%
Returns for 5 years14.1862.9923%
Returns for 10 years51.55244.9321%
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