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SRVEX vs VTSAX
SRVEX vs VTSAX Comparison
Open Charts SRVEX vs VTSAX
Victory Diversified Stock A
Price$21.64
Change-$0.18 (-0.82%)
VolumeN/A
Net Assets317.14M
Vanguard Total Stock Mkt Idx Adm
Price$138.71
Change-$0.88 (-0.63%)
VolumeN/A
Net Assets1.72T
SRVEX vs VTSAX Comparison Chart
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SRVEX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SRVEX (317M). VTSAX pays higher dividends than SRVEX: VTSAX (1.36) vs SRVEX (0.00). SRVEX was incepted earlier than VTSAX: SRVEX (36 years) vs VTSAX (25 years). SRVEX (1.07) is less costly to investors than VTSAX (0.04). SRVEX is a more actively managed with annual turnover of: 81.00 vs. VTSAX (2.00). SRVEX has a lower initial minimum investment than VTSAX: SRVEX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 9.73 vs. SRVEX (1.31). VTSAX return over 5 years is better than : 91.69 vs. SRVEX (39.19).
| SRVEX | VTSAX | SRVEX / VTSAX | |
| Total Expense Ratio | 1.07 | 0.04 | 2,675% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
| Fund Existence | 36 years | 25 years | - |
| Gain YTD | -0.688 | -1.614 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 1.31 | 9.73 | 13% |
| Returns for 3 years | 16.42 | 45.38 | 36% |
| Returns for 5 years | 39.19 | 91.69 | 43% |
| Returns for 10 years | 8.56 | 171.42 | 5% |
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