Interact to see
Advertisement
Advertisement
SRVEX vs VTSAX
SRVEX vs VTSAX Comparison
Open Charts SRVEX vs VTSAX
Victory Diversified Stock A
Price$25.52
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets358.73M
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
SRVEX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SRVEX vs. VTSAX commentary
Oct 18, 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 StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. SRVEX (359M). VTSAX pays higher dividends than SRVEX: VTSAX (1.13) vs SRVEX (0.20). 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 : 13.31 vs. SRVEX (6.02). VTSAX return over 5 years is better than : 84.09 vs. SRVEX (36.44).
| 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 | 16.868 | 12.526 | 135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 2.02T | 0% |
| Annual Yield % from dividends | 0.20 | 1.13 | 17% |
| Returns for 1 year | 6.02 | 13.31 | 45% |
| Returns for 3 years | 39.74 | 75.30 | 53% |
| Returns for 5 years | 36.44 | 84.09 | 43% |
| Returns for 10 years | 28.37 | 224.41 | 13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement