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SRVEX vs VTSAX
SRVEX vs VTSAX Comparison
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SRVEX vs VTSAX Comparison Chart in %
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SRVEX vs. VTSAX commentary
Aug 03, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.3T vs. SRVEX (396M). VTSAX pays higher dividends than SRVEX: VTSAX (1.05) vs SRVEX (0.21). SRVEX was incepted earlier than VTSAX: SRVEX (37 years) vs VTSAX (26 years). SRVEX (1.05) is less costly to investors than VTSAX (0.04). SRVEX is a more actively managed with annual turnover of: 92.00 vs. VTSAX (3.00). 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 : 18.52 vs. SRVEX (10.50). VTSAX return over 5 years is better than : 63.13 vs. SRVEX (15.93).
| SRVEX | VTSAX | SRVEX / VTSAX | |
| Total Expense Ratio | 1.05 | 0.04 | 2,625% |
| Annual Report Gross Expense Ratio | 1.05 | 0.04 | 2,625% |
| Fund Existence | 37 years | 26 years | - |
| Gain YTD | 10.880 | 9.883 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 396M | 2.3T | 0% |
| Annual Yield % from dividends | 0.21 | 1.05 | 20% |
| Returns for 1 year | 10.50 | 18.52 | 57% |
| Returns for 3 years | 31.67 | 62.18 | 51% |
| Returns for 5 years | 15.93 | 63.13 | 25% |
| Returns for 10 years | 47.81 | 246.76 | 19% |
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