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SRVEX vs VTSAX
SRVEX vs VTSAX Comparison
Open Charts SRVEX vs VTSAX
Victory Diversified Stock A
Price$23.94
Change-$3.07 (-11.37%)
VolumeN/A
Net Assets379.99M
Vanguard Total Stock Mkt Idx Adm
Price$163.56
Change-$1.84 (-1.11%)
VolumeN/A
Net Assets2.06T
SRVEX vs VTSAX Comparison Chart in %
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SRVEX vs. VTSAX commentary
Dec 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 Hold and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. SRVEX (380M). 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 (1.05) is less costly to investors than VTSAX (0.04). SRVEX is a more actively managed with annual turnover of: 92.00 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 : 12.69 vs. SRVEX (8.62). VTSAX return over 5 years is better than : 79.34 vs. SRVEX (40.54).
| SRVEX | VTSAX | SRVEX / VTSAX | |
| Total Expense Ratio | 1.05 | 0.04 | 2,625% |
| Annual Report Gross Expense Ratio | 1.05 | 0.04 | 2,625% |
| Fund Existence | 36 years | 25 years | - |
| Gain YTD | 24.227 | 17.358 | 140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 2.06T | 0% |
| Annual Yield % from dividends | 0.19 | 1.11 | 17% |
| Returns for 1 year | 8.62 | 12.69 | 68% |
| Returns for 3 years | 41.56 | 70.82 | 59% |
| Returns for 5 years | 40.54 | 79.34 | 51% |
| Returns for 10 years | 40.93 | 241.23 | 17% |
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