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SRVEX vs VTSAX
SRVEX vs VTSAX Comparison
Open Charts SRVEX vs VTSAX
Victory Diversified Stock A
Price$22.25
Change+$0.15 (+0.68%)
VolumeN/A
Net Assets334.72M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
SRVEX vs VTSAX Comparison Chart
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SRVEX vs. VTSAX commentary
Jan 19, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. SRVEX (335M). 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 : 25.26 vs. SRVEX (15.16). VTSAX return over 5 years is better than : 76.10 vs. SRVEX (22.39).
| 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 | 1.423 | 2.241 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 1.78T | 0% |
| Annual Yield % from dividends | 0.04 | 1.35 | 3% |
| Returns for 1 year | 15.16 | 25.26 | 60% |
| Returns for 3 years | 1.40 | 28.96 | 5% |
| Returns for 5 years | 22.39 | 76.10 | 29% |
| Returns for 10 years | 14.38 | 195.63 | 7% |
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