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SRVEX vs VTSMX
SRVEX vs VTSMX Comparison
Open Charts SRVEX vs VTSMX
Victory Diversified Stock A
Price$22.40
Change-$0.29 (-1.28%)
VolumeN/A
Net Assets330.17M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SRVEX vs VTSMX Comparison Chart
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SRVEX vs. VTSMX commentary
Jun 15, 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: 1.82T vs. SRVEX (330M). VTSMX pays higher dividends than SRVEX: VTSMX (1.18) 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 : 11.36 vs. SRVEX (3.00). VTSMX return over 5 years is better than : 93.63 vs. SRVEX (43.02).
| 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 | 4.130 | 2.548 | 162% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 3.00 | 11.36 | 26% |
| Returns for 3 years | 25.78 | 59.46 | 43% |
| Returns for 5 years | 43.02 | 93.63 | 46% |
| Returns for 10 years | 13.33 | 182.22 | 7% |
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