Ad is loading...
SRVEX vs VTSMX
SRVEX vs VTSMX Comparison
Open Charts SRVEX vs VTSMX
Victory Diversified Stock A
Price$21.77
Change-$0.75 (-3.33%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
SRVEX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SRVEX vs. VTSMX commentary
Dec 19, 2024
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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SRVEX (340M). VTSMX pays higher dividends than SRVEX: VTSMX (1.26) vs SRVEX (0.04). SRVEX was incepted earlier than VTSMX: SRVEX (35 years) vs VTSMX (33 years). SRVEX is a more actively managed with annual turnover of: 88.00 vs. VTSMX (2.00). SRVEX has a lower initial minimum investment than VTSMX: SRVEX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 22.04 vs. SRVEX (18.11). VTSMX return over 5 years is better than : 77.48 vs. SRVEX (28.96).
| SRVEX | VTSMX | SRVEX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 33 years | - |
| Gain YTD | 18.277 | 22.383 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 1.84T | 0% |
| Annual Yield % from dividends | 0.04 | 1.26 | 3% |
| Returns for 1 year | 18.11 | 22.04 | 82% |
| Returns for 3 years | 3.20 | 23.86 | 13% |
| Returns for 5 years | 28.96 | 77.48 | 37% |
| Returns for 10 years | -2.26 | 182.87 | -1% |