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SRVEX vs VTSMX
SRVEX vs VTSMX Comparison
Open Charts SRVEX vs VTSMX
Victory Diversified Stock A
Price$24.49
Change-$0.10 (-0.41%)
VolumeN/A
Net Assets381.5M
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
SRVEX vs VTSMX Comparison Chart in %
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SRVEX vs. VTSMX commentary
Jan 15, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SRVEX (381M). VTSMX pays higher dividends than SRVEX: VTSMX (1.02) vs SRVEX (0.23). 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 : 18.29 vs. SRVEX (12.97). VTSMX return over 5 years is better than : 73.62 vs. SRVEX (25.25).
| SRVEX | VTSMX | SRVEX / VTSMX | |
| Total Expense Ratio | 1.05 | 0.14 | 750% |
| Annual Report Gross Expense Ratio | 1.05 | 0.14 | 750% |
| Fund Existence | 36 years | 34 years | - |
| Gain YTD | 1.703 | 1.679 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 381M | 2.06T | 0% |
| Annual Yield % from dividends | 0.23 | 1.02 | 22% |
| Returns for 1 year | 12.97 | 18.29 | 71% |
| Returns for 3 years | 39.03 | 70.89 | 55% |
| Returns for 5 years | 25.25 | 73.62 | 34% |
| Returns for 10 years | 50.82 | 270.34 | 19% |
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