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SRVEX vs VTSAX
SRVEX vs VTSAX Comparison
Open Charts SRVEX vs VTSAX
Victory Diversified Stock A
Price$26.18
Change-$0.47 (-1.76%)
VolumeN/A
Net Assets373.78M
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
SRVEX vs VTSAX Comparison Chart in %
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SRVEX vs. VTSAX commentary
Nov 15, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. SRVEX (374M). VTSAX pays higher dividends than SRVEX: VTSAX (1.11) vs SRVEX (0.19). SRVEX was incepted earlier than VTSAX: SRVEX (36 years) vs VTSAX (25 years). SRVEX (1.07) is less costly to investors than VTSAX (0.04). SRVEX is a more actively managed with annual turnover of: 81.00 vs. VTSAX (2.00). SRVEX has a lower initial minimum investment than VTSAX: SRVEX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.52 vs. SRVEX (6.31). VTSAX return over 5 years is better than : 80.80 vs. SRVEX (38.95).
| SRVEX | VTSAX | SRVEX / VTSAX | |
| Total Expense Ratio | 1.07 | 0.04 | 2,675% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
| Fund Existence | 36 years | 25 years | - |
| Gain YTD | 20.410 | 13.952 | 146% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 2.05T | 0% |
| Annual Yield % from dividends | 0.19 | 1.11 | 17% |
| Returns for 1 year | 6.31 | 11.52 | 55% |
| Returns for 3 years | 36.57 | 66.89 | 55% |
| Returns for 5 years | 38.95 | 80.80 | 48% |
| Returns for 10 years | 31.37 | 225.71 | 14% |
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