Interact to see
Advertisement
Advertisement
SRVEX vs VTSMX
SRVEX vs VTSMX Comparison
Open Charts SRVEX vs VTSMX
Victory Diversified Stock A
Price$21.64
Change-$0.18 (-0.82%)
VolumeN/A
Net Assets317.14M
Vanguard Total Stock Mkt Idx I
Price$138.67
Change-$0.89 (-0.64%)
VolumeN/A
Net Assets1.72T
SRVEX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SRVEX vs. VTSMX commentary
May 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: 1.72T vs. SRVEX (317M). VTSMX pays higher dividends than SRVEX: VTSMX (1.26) 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 : 9.72 vs. SRVEX (1.31). VTSMX return over 5 years is better than : 91.66 vs. SRVEX (39.19).
| 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 | -0.688 | -1.624 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 1.31 | 9.72 | 13% |
| Returns for 3 years | 16.42 | 45.36 | 36% |
| Returns for 5 years | 39.19 | 91.66 | 43% |
| Returns for 10 years | 8.56 | 170.79 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DTCAX | 18.04 | -0.06 | -0.33% |
| BNY Mellon Sust US Equity A | |||
| SUGCX | 12.59 | -0.05 | -0.40% |
| Victory Pioneer Global Growth C | |||
| FDETX | 24.77 | -0.10 | -0.40% |
| Fidelity Advisor Capital Development O | |||
| DFMAX | 33.70 | -0.16 | -0.47% |
| Davidson Multi-Cap Equity A | |||
| GSPRX | 29.10 | -0.19 | -0.65% |
| Goldman Sachs Large Cap Equity R | |||