SRVEX
Price
$26.51
Change
-$0.23 (-0.86%)
Updated
Jul 13 closing price
Net Assets
397.64M
VSMPX
Price
$337.67
Change
-$2.70 (-0.79%)
Updated
Jul 13 closing price
Net Assets
2.3T
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SRVEX vs VSMPX

SRVEX vs VSMPX Comparison Chart in %
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VS
SRVEX vs. VSMPX commentary
Jul 14, 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: 2.3T vs. SRVEX (398M). VSMPX pays higher dividends than SRVEX: VSMPX (1.06) 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 : 21.48 vs. SRVEX (13.10). VSMPX return over 5 years is better than : 66.52 vs. SRVEX (18.56).
SRVEXVSMPXSRVEX / VSMPX
Total Expense Ratio1.050.025,250%
Annual Report Gross Expense Ratio1.050.025,250%
Fund Existence37 years11 years-
Gain YTD11.04711.20699%
Front Load6%N/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets398M2.3T0%
Annual Yield % from dividends0.211.0619%
Returns for 1 year13.1021.4861%
Returns for 3 years33.6467.0350%
Returns for 5 years18.5666.5228%
Returns for 10 years47.00239.4320%
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