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SRVEX vs VTSMX
SRVEX vs VTSMX Comparison
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SRVEX vs VTSMX Comparison Chart in %
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SRVEX vs. VTSMX commentary
Jun 04, 2026
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: 2.2T vs. SRVEX (398M). VTSMX pays higher dividends than SRVEX: VTSMX (0.93) vs SRVEX (0.21). SRVEX was incepted earlier than VTSMX: SRVEX (37 years) vs VTSMX (34 years). SRVEX (1.05) is less costly to investors than VTSMX (0.06). SRVEX is a more actively managed with annual turnover of: 92.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than SRVEX: VTSMX (0) vs SRVEX (2500). VTSMX annual gain was more profitable for investors over the last year : 28.26 vs. SRVEX (19.99). VTSMX return over 5 years is better than : 72.41 vs. SRVEX (20.75).
| SRVEX | VTSMX | SRVEX / VTSMX | |
| Total Expense Ratio | 1.05 | 0.06 | 1,750% |
| Annual Report Gross Expense Ratio | 1.05 | 0.06 | 1,750% |
| Fund Existence | 37 years | 34 years | - |
| Gain YTD | 10.008 | 11.384 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 398M | 2.2T | 0% |
| Annual Yield % from dividends | 0.21 | 0.93 | 22% |
| Returns for 1 year | 19.99 | 28.26 | 71% |
| Returns for 3 years | 40.26 | 76.02 | 53% |
| Returns for 5 years | 20.75 | 72.41 | 29% |
| Returns for 10 years | 50.95 | 259.99 | 20% |
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