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SRVEX vs VSTSX
SRVEX vs VSTSX Comparison
Open Charts SRVEX vs VSTSX
Victory Diversified Stock A
Price$22.25
Change+$0.15 (+0.68%)
VolumeN/A
Net Assets334.72M
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
SRVEX vs VSTSX Comparison Chart
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SRVEX vs. VSTSX commentary
Jan 19, 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: 1.78T vs. SRVEX (335M). VSTSX pays higher dividends than SRVEX: VSTSX (1.36) vs SRVEX (0.04). SRVEX was incepted earlier than VSTSX: SRVEX (35 years) vs VSTSX (9 years). SRVEX is a more actively managed with annual turnover of: 88.00 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 : 25.28 vs. SRVEX (15.16). VSTSX return over 5 years is better than : 76.20 vs. SRVEX (22.39).
| SRVEX | VSTSX | SRVEX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 9 years | - |
| Gain YTD | 1.423 | 2.247 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 1.78T | 0% |
| Annual Yield % from dividends | 0.04 | 1.36 | 3% |
| Returns for 1 year | 15.16 | 25.28 | 60% |
| Returns for 3 years | 1.40 | 29.03 | 5% |
| Returns for 5 years | 22.39 | 76.20 | 29% |
| Returns for 10 years | 14.38 | N/A | - |