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SRVEX vs VTSMX
SRVEX vs VTSMX Comparison
Open Charts SRVEX vs VTSMX
Victory Diversified Stock A
Price$21.95
Change-$0.38 (-1.70%)
VolumeN/A
Net Assets328.39M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SRVEX vs VTSMX Comparison Chart
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SRVEX vs. VTSMX commentary
Feb 23, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SRVEX (328M). 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 : 17.60 vs. SRVEX (6.92). VTSMX return over 5 years is better than : 74.84 vs. SRVEX (22.37).
| 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 | 0.734 | 2.121 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 1.84T | 0% |
| Annual Yield % from dividends | 0.04 | 1.26 | 3% |
| Returns for 1 year | 6.92 | 17.60 | 39% |
| Returns for 3 years | 6.60 | 36.78 | 18% |
| Returns for 5 years | 22.37 | 74.84 | 30% |
| Returns for 10 years | 8.00 | 180.15 | 4% |
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