SRVEX
Price
$24.58
Change
-$1.19 (-4.62%)
Updated
Feb 3 closing price
Net Assets
383.24M
VTSMX
Price
$165.41
Change
+$4.46 (+2.77%)
Updated
Feb 3 closing price
Net Assets
2.06T
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SRVEX vs VTSMX

Header iconSRVEX vs VTSMX Comparison
Open Charts SRVEX vs VTSMXBanner chart's image
Victory Diversified Stock A
Price$24.58
Change-$1.19 (-4.62%)
VolumeN/A
Net Assets383.24M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
SRVEX vs VTSMX Comparison Chart in %
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VS
SRVEX vs. VTSMX commentary
Feb 05, 2026

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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SRVEX (383M). VTSMX pays higher dividends than SRVEX: VTSMX (1.00) vs SRVEX (0.22). SRVEX was incepted earlier than VTSMX: SRVEX (36 years) vs VTSMX (34 years). SRVEX (1.05) is less costly to investors than VTSMX (0.14). SRVEX is a more actively managed with annual turnover of: 92.00 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 : 14.79 vs. SRVEX (10.79). VTSMX return over 5 years is better than : 68.19 vs. SRVEX (22.11).
SRVEXVTSMXSRVEX / VTSMX
Total Expense Ratio1.050.14750%
Annual Report Gross Expense Ratio1.050.14750%
Fund Existence36 years34 years-
Gain YTD2.0761.373151%
Front Load6%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets383M2.06T0%
Annual Yield % from dividends0.221.0022%
Returns for 1 year10.7914.7973%
Returns for 3 years33.2163.9952%
Returns for 5 years22.1168.1932%
Returns for 10 years51.11270.1819%
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