SRVEX
Price
$23.81
Change
+$0.22 (+0.93%)
Updated
Jul 3 closing price
Net Assets
344.8M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
Interact to see
Advertisement

SRVEX vs VTSMX

Header iconSRVEX vs VTSMX Comparison
Open Charts SRVEX vs VTSMXBanner chart's image
Victory Diversified Stock A
Price$23.81
Change+$0.22 (+0.93%)
VolumeN/A
Net Assets344.8M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SRVEX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SRVEX vs. VTSMX commentary
Jul 07, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SRVEX (345M). 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 : 13.89 vs. SRVEX (5.96). VTSMX return over 5 years is better than : 95.59 vs. SRVEX (44.98).
SRVEXVTSMXSRVEX / VTSMX
Total Expense Ratio1.070.14764%
Annual Report Gross Expense Ratio1.070.14764%
Fund Existence36 years33 years-
Gain YTD9.2706.421144%
Front Load6%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets345M1.82T0%
Annual Yield % from dividends0.001.12-
Returns for 1 year5.9613.8943%
Returns for 3 years32.7362.0853%
Returns for 5 years44.9895.5947%
Returns for 10 years21.05198.0511%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
PKW126.130.82
+0.65%
Invesco BuyBack Achievers ETF
EOCT28.450.08
+0.28%
Innovator Emerg Mkts Pwr Bffr ETF™-Oct
JUNZ30.880.08
+0.25%
TrueShares Structured Outcome June ETF
SEIX23.630.04
+0.17%
Virtus Seix Senior Loan ETF
MMJJF0.03N/A
N/A
HYGROVEST LTD.