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SRVEX vs VTSMX
SRVEX vs VTSMX Comparison
Open Charts SRVEX vs VTSMX
Victory Diversified Stock A
Price$19.88
Change-$1.02 (-4.88%)
VolumeN/A
Net Assets310.1M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
SRVEX vs VTSMX Comparison Chart
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SRVEX vs. VTSMX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. SRVEX (310M). VTSMX pays higher dividends than SRVEX: VTSMX (1.25) vs SRVEX (0.00). SRVEX was incepted earlier than VTSMX: SRVEX (35 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 : 8.05 vs. SRVEX (-1.55). VTSMX return over 5 years is better than : 126.23 vs. SRVEX (67.21).
| SRVEX | VTSMX | SRVEX / VTSMX | |
| Total Expense Ratio | 1.07 | 0.14 | 764% |
| Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
| Fund Existence | 35 years | 33 years | - |
| Gain YTD | -4.084 | -3.986 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 1.81T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -1.55 | 8.05 | -19% |
| Returns for 3 years | -1.92 | 21.01 | -9% |
| Returns for 5 years | 67.21 | 126.23 | 53% |
| Returns for 10 years | 5.46 | 166.80 | 3% |
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