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SRVEX vs VTSMX
SRVEX vs VTSMX Comparison
Open Charts SRVEX vs VTSMX
Victory Diversified Stock A
Price$25.82
Change+$0.30 (+1.18%)
VolumeN/A
Net Assets360.1M
Vanguard Total Stock Mkt Idx I
Price$161.05
Change+$1.80 (+1.13%)
VolumeN/A
Net Assets2.02T
SRVEX vs VTSMX Comparison Chart in %
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SRVEX vs. VTSMX commentary
Oct 21, 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: 2.02T vs. SRVEX (360M). VTSMX pays higher dividends than SRVEX: VTSMX (1.04) vs SRVEX (0.20). 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 : 14.65 vs. SRVEX (7.73). VTSMX return over 5 years is better than : 89.76 vs. SRVEX (41.13).
| 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 | 18.754 | 14.290 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 2.02T | 0% |
| Annual Yield % from dividends | 0.20 | 1.04 | 19% |
| Returns for 1 year | 7.73 | 14.65 | 53% |
| Returns for 3 years | 40.00 | 76.95 | 52% |
| Returns for 5 years | 41.13 | 89.76 | 46% |
| Returns for 10 years | 28.44 | 222.99 | 13% |
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