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SRVEX vs VSTSX
SRVEX vs VSTSX Comparison
Open Charts SRVEX vs VSTSX
Victory Diversified Stock A
Price$21.64
Change-$0.18 (-0.82%)
VolumeN/A
Net Assets317.14M
Vanguard Total Stock Mkt Idx Instl Sel
Price$273.16
Change-$1.74 (-0.63%)
VolumeN/A
Net Assets1.72T
SRVEX vs VSTSX Comparison Chart
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SRVEX vs. VSTSX commentary
May 25, 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 Buy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. SRVEX (317M). VSTSX pays higher dividends than SRVEX: VSTSX (1.38) vs SRVEX (0.00). SRVEX was incepted earlier than VSTSX: SRVEX (36 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 : 9.75 vs. SRVEX (1.31). VSTSX return over 5 years is better than : 91.81 vs. SRVEX (39.19).
| 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 | 36 years | 9 years | - |
| Gain YTD | -0.688 | -1.603 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | 1.31 | 9.75 | 13% |
| Returns for 3 years | 16.42 | 45.46 | 36% |
| Returns for 5 years | 39.19 | 91.81 | 43% |
| Returns for 10 years | 8.56 | N/A | - |
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