Interact to see
Advertisement
Advertisement
SRVEX vs VTSMX
SRVEX vs VTSMX Comparison
Open Charts SRVEX vs VTSMX
Victory Diversified Stock A
Price$24.28
Change+$0.15 (+0.62%)
VolumeN/A
Net Assets349.26M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SRVEX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SRVEX vs. VTSMX commentary
Jul 28, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SRVEX (349M). VTSMX pays higher dividends than SRVEX: VTSMX (1.12) vs SRVEX (0.00). SRVEX was incepted earlier than VTSMX: SRVEX (36 years) vs VTSMX (33 years). SRVEX (1.07) is less costly to investors than VTSMX (0.14). SRVEX is a more actively managed with annual turnover of: 81.00 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 : 17.75 vs. SRVEX (10.92). VTSMX return over 5 years is better than : 93.51 vs. SRVEX (43.66).
| SRVEX | VTSMX | SRVEX / VTSMX | |
| Total Expense Ratio | 1.07 | 0.14 | 764% |
| Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
| Fund Existence | 36 years | 33 years | - |
| Gain YTD | 11.427 | 8.287 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 10.92 | 17.75 | 62% |
| Returns for 3 years | 29.93 | 60.60 | 49% |
| Returns for 5 years | 43.66 | 93.51 | 47% |
| Returns for 10 years | 20.08 | 200.97 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement