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SRVEX vs VSTSX
SRVEX vs VSTSX Comparison
Open Charts SRVEX vs VSTSX
Victory Diversified Stock A
Price$23.99
Change-$0.48 (-1.96%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
SRVEX vs VSTSX Comparison Chart
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SRVEX vs. VSTSX commentary
Nov 18, 2024
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 VSTSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. SRVEX (334M). VSTSX pays higher dividends than SRVEX: VSTSX (1.36) vs SRVEX (0.04). SRVEX was incepted earlier than VSTSX: SRVEX (35 years) vs VSTSX (8 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 : 30.56 vs. SRVEX (20.51). VSTSX return over 5 years is better than : 83.83 vs. SRVEX (32.76).
| SRVEX | VSTSX | SRVEX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 8 years | - |
| Gain YTD | 25.998 | 22.443 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 1.73T | 0% |
| Annual Yield % from dividends | 0.04 | 1.36 | 3% |
| Returns for 1 year | 20.51 | 30.56 | 67% |
| Returns for 3 years | -7.25 | 19.98 | -36% |
| Returns for 5 years | 32.76 | 83.83 | 39% |
| Returns for 10 years | 6.03 | N/A | - |