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SRVEX vs VSMPX
SRVEX vs VSMPX Comparison
Open Charts SRVEX vs VSMPX
Victory Diversified Stock A
Price$26.18
Change-$0.47 (-1.76%)
VolumeN/A
Net Assets373.78M
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
SRVEX vs VSMPX Comparison Chart in %
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SRVEX vs. VSMPX commentary
Nov 14, 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 StrongBuy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. SRVEX (374M). VSMPX pays higher dividends than SRVEX: VSMPX (1.12) vs SRVEX (0.19). SRVEX was incepted earlier than VSMPX: SRVEX (36 years) vs VSMPX (11 years). SRVEX (1.07) is less costly to investors than VSMPX (0.02). SRVEX is a more actively managed with annual turnover of: 81.00 vs. VSMPX (2.00). SRVEX has a lower initial minimum investment than VSMPX: SRVEX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.44 vs. SRVEX (7.87). VSMPX return over 5 years is better than : 84.08 vs. SRVEX (41.44).
| SRVEX | VSMPX | SRVEX / VSMPX | |
| Total Expense Ratio | 1.07 | 0.02 | 5,350% |
| Annual Report Gross Expense Ratio | 1.07 | 0.02 | 5,350% |
| Fund Existence | 36 years | 11 years | - |
| Gain YTD | 22.572 | 15.994 | 141% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 2.05T | 0% |
| Annual Yield % from dividends | 0.19 | 1.12 | 17% |
| Returns for 1 year | 7.87 | 13.44 | 59% |
| Returns for 3 years | 37.80 | 68.30 | 55% |
| Returns for 5 years | 41.44 | 84.08 | 49% |
| Returns for 10 years | 35.57 | 225.48 | 16% |
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