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SRVEX vs VTSMX
SRVEX vs VTSMX Comparison
Open Charts SRVEX vs VTSMX
Victory Diversified Stock A
Price$23.22
Change-$0.08 (-0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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SRVEX vs VTSMX Comparison Chart
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SRVEX vs. VTSMX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T 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 (32 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 : 31.53 vs. SRVEX (15.35). VTSMX return over 5 years is better than : 85.64 vs. SRVEX (33.05).
| SRVEX | VTSMX | SRVEX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 32 years | - |
| Gain YTD | 19.695 | 18.617 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 1.72T | 0% |
| Annual Yield % from dividends | 0.04 | 1.26 | 3% |
| Returns for 1 year | 15.35 | 31.53 | 49% |
| Returns for 3 years | -3.53 | 25.35 | -14% |
| Returns for 5 years | 33.05 | 85.64 | 39% |
| Returns for 10 years | 0.43 | 187.59 | 0% |
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