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SRVEX vs VTSMX
SRVEX vs VTSMX Comparison
Open Charts SRVEX vs VTSMX
Victory Diversified Stock A
Price$23.99
Change-$0.48 (-1.96%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
SRVEX vs VTSMX Comparison Chart
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SRVEX vs. VTSMX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. SRVEX (334M). VTSMX pays higher dividends than SRVEX: VTSMX (1.26) vs SRVEX (0.04). SRVEX was incepted earlier than VTSMX: SRVEX (35 years) vs VTSMX (33 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 : 30.52 vs. SRVEX (20.51). VTSMX return over 5 years is better than : 83.72 vs. SRVEX (32.76).
| SRVEX | VTSMX | SRVEX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 33 years | - |
| Gain YTD | 25.998 | 22.392 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 1.73T | 0% |
| Annual Yield % from dividends | 0.04 | 1.26 | 3% |
| Returns for 1 year | 20.51 | 30.52 | 67% |
| Returns for 3 years | -7.25 | 19.91 | -36% |
| Returns for 5 years | 32.76 | 83.72 | 39% |
| Returns for 10 years | 6.03 | 186.07 | 3% |
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