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SRVEX vs VTSMX
SRVEX vs VTSMX Comparison
Open Charts SRVEX vs VTSMX
Victory Diversified Stock A
Price$26.18
Change-$0.47 (-1.76%)
VolumeN/A
Net Assets373.78M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
SRVEX vs VTSMX Comparison Chart in %
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SRVEX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SRVEX (374M). VTSMX pays higher dividends than SRVEX: VTSMX (1.02) vs SRVEX (0.19). SRVEX was incepted earlier than VTSMX: SRVEX (36 years) vs VTSMX (34 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 : 13.42 vs. SRVEX (7.87). VTSMX return over 5 years is better than : 83.98 vs. SRVEX (41.44).
| 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 | 34 years | - |
| Gain YTD | 22.572 | 15.972 | 141% |
| 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 | 1.02 | 19% |
| Returns for 1 year | 7.87 | 13.42 | 59% |
| Returns for 3 years | 37.80 | 68.22 | 55% |
| Returns for 5 years | 41.44 | 83.98 | 49% |
| Returns for 10 years | 35.57 | 235.40 | 15% |
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