Interact to see
Advertisement
Advertisement
SRVEX vs VTSAX
SRVEX vs VTSAX Comparison
Open Charts SRVEX vs VTSAX
Victory Diversified Stock A
Price$24.60
Change-$0.10 (-0.40%)
VolumeN/A
Net Assets352.45M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SRVEX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SRVEX vs. VTSAX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SRVEX (352M). VTSAX pays higher dividends than SRVEX: VTSAX (1.18) 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 : 16.53 vs. SRVEX (9.15). VTSAX return over 5 years is better than : 86.35 vs. SRVEX (37.32).
| 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 | 13.355 | 9.566 | 140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 9.15 | 16.53 | 55% |
| Returns for 3 years | 18.96 | 47.21 | 40% |
| Returns for 5 years | 37.32 | 86.35 | 43% |
| Returns for 10 years | 20.48 | 203.98 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers