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SRVEX vs VTSAX
SRVEX vs VTSAX Comparison
Open Charts SRVEX vs VTSAX
Victory Diversified Stock A
Price$21.77
Change-$0.75 (-3.33%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
SRVEX vs VTSAX Comparison Chart
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SRVEX vs. VTSAX commentary
Dec 19, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. SRVEX (340M). VTSAX pays higher dividends than SRVEX: VTSAX (1.35) vs SRVEX (0.04). SRVEX was incepted earlier than VTSAX: SRVEX (35 years) vs VTSAX (24 years). SRVEX is a more actively managed with annual turnover of: 88.00 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 : 22.05 vs. SRVEX (18.11). VTSAX return over 5 years is better than : 77.49 vs. SRVEX (28.96).
| SRVEX | VTSAX | SRVEX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 24 years | - |
| Gain YTD | 18.277 | 22.422 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 1.84T | 0% |
| Annual Yield % from dividends | 0.04 | 1.35 | 3% |
| Returns for 1 year | 18.11 | 22.05 | 82% |
| Returns for 3 years | 3.20 | 23.87 | 13% |
| Returns for 5 years | 28.96 | 77.49 | 37% |
| Returns for 10 years | -2.26 | 183.58 | -1% |
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