SRVEX
Price
$19.88
Change
-$1.02 (-4.88%)
Updated
Apr 3 closing price
Net Assets
310.1M
VTSAX
Price
$128.49
Change
-$6.87 (-5.08%)
Updated
Apr 3 closing price
Net Assets
1.81T
Ad is loading...

SRVEX vs VTSAX

Header iconSRVEX vs VTSAX Comparison
Open Charts SRVEX vs VTSAXBanner chart's image
Victory Diversified Stock A
Price$19.88
Change-$1.02 (-4.88%)
VolumeN/A
Net Assets310.1M
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
SRVEX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
SRVEX vs. VTSAX commentary
Apr 05, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. SRVEX (310M). VTSAX pays higher dividends than SRVEX: VTSAX (1.35) vs SRVEX (0.00). SRVEX was incepted earlier than VTSAX: SRVEX (35 years) vs VTSAX (24 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 : 8.05 vs. SRVEX (-1.55). VTSAX return over 5 years is better than : 126.25 vs. SRVEX (67.21).
SRVEXVTSAXSRVEX / VTSAX
Total Expense Ratio1.070.042,675%
Annual Report Gross Expense Ratio1.070.042,675%
Fund Existence35 years24 years-
Gain YTD-4.084-3.990102%
Front Load6%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets310M1.81T0%
Annual Yield % from dividends0.001.35-
Returns for 1 year-1.558.05-19%
Returns for 3 years-1.9221.03-9%
Returns for 5 years67.21126.2553%
Returns for 10 years5.46167.383%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
INDV9.38-0.14
-1.47%
Indivior PLC
MRCC7.52-0.14
-1.83%
Monroe Capital Corp
AIM0.12N/A
-2.73%
AIM ImmunoTech
IREN6.04-0.72
-10.65%
IREN Limited
SWK64.66-12.32
-16.00%
Stanley Black & Decker