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SRVEX vs VTSMX
SRVEX vs VTSMX Comparison
Open Charts SRVEX vs VTSMX
Victory Diversified Stock A
Price$20.35
Change+$0.41 (+2.06%)
VolumeN/A
Net Assets294.2M
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
SRVEX vs VTSMX Comparison Chart
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SRVEX vs. VTSMX commentary
Apr 25, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SRVEX (294M). VTSMX pays higher dividends than SRVEX: VTSMX (1.25) vs SRVEX (0.00). SRVEX was incepted earlier than VTSMX: SRVEX (36 years) vs VTSMX (33 years). SRVEX (1.07) is less costly to investors than VTSMX (0.14). SRVEX is a more actively managed with annual turnover of: 81.00 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 : 5.27 vs. SRVEX (-2.54). VTSMX return over 5 years is better than : 86.77 vs. SRVEX (37.98).
| SRVEX | VTSMX | SRVEX / VTSMX | |
| Total Expense Ratio | 1.07 | 0.14 | 764% |
| Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
| Fund Existence | 36 years | 33 years | - |
| Gain YTD | -8.490 | -9.023 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -2.54 | 5.27 | -48% |
| Returns for 3 years | 0.13 | 22.56 | 1% |
| Returns for 5 years | 37.98 | 86.77 | 44% |
| Returns for 10 years | -0.16 | 150.14 | -0% |
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