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SRVEX vs VSTSX
SRVEX vs VSTSX Comparison
Open Charts SRVEX vs VSTSX
Victory Diversified Stock A
Price$19.88
Change-$1.02 (-4.88%)
VolumeN/A
Net Assets310.1M
Vanguard Total Stock Mkt Idx Instl Sel
Price$253.01
Change-$13.54 (-5.08%)
VolumeN/A
Net Assets1.81T
SRVEX vs VSTSX Comparison Chart
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SRVEX vs. VSTSX commentary
Apr 05, 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 Hold and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. SRVEX (310M). VSTSX pays higher dividends than SRVEX: VSTSX (1.37) vs SRVEX (0.00). SRVEX was incepted earlier than VSTSX: SRVEX (35 years) vs VSTSX (9 years). SRVEX (1.07) is less costly to investors than VSTSX (0.01). SRVEX is a more actively managed with annual turnover of: 81.00 vs. VSTSX (2.00). SRVEX has a lower initial minimum investment than VSTSX: SRVEX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 8.07 vs. SRVEX (-1.55). VSTSX return over 5 years is better than : 126.39 vs. SRVEX (67.21).
| SRVEX | VSTSX | SRVEX / VSTSX | |
| Total Expense Ratio | 1.07 | 0.01 | 10,700% |
| Annual Report Gross Expense Ratio | 1.07 | 0.01 | 10,700% |
| Fund Existence | 35 years | 9 years | - |
| Gain YTD | -4.084 | -3.985 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 1.81T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -1.55 | 8.07 | -19% |
| Returns for 3 years | -1.92 | 21.09 | -9% |
| Returns for 5 years | 67.21 | 126.39 | 53% |
| Returns for 10 years | 5.46 | N/A | - |
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