SBHVX
Price
$18.01
Change
+$0.04 (+0.22%)
Updated
Jul 31 closing price
Net Assets
423.58M
VISVX
Price
$58.66
Change
-$0.11 (-0.19%)
Updated
Jul 31 closing price
Net Assets
67.78B
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SBHVX vs VISVX

SBHVX vs VISVX Comparison Chart in %
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VS
SBHVX vs. VISVX commentary
Aug 04, 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 SBHVX is a StrongBuy and VISVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 67.8B vs. SBHVX (424M). VISVX pays higher dividends than SBHVX: VISVX (1.65) vs SBHVX (0.42). SBHVX was incepted earlier than VISVX: SBHVX (13 years) vs VISVX (28 years). SBHVX (1.01) is less costly to investors than VISVX (0.19). SBHVX is a more actively managed with annual turnover of: 39.00 vs. VISVX (25.00). VISVX has a lower initial minimum investment than SBHVX: VISVX (0) vs SBHVX (250000). VISVX (23.82) and SBHVX (22.84) have marching annual gain over last year. VISVX return over 5 years is better than : 46.24 vs. SBHVX (23.02).
SBHVXVISVXSBHVX / VISVX
Total Expense Ratio0.990.19521%
Annual Report Gross Expense Ratio1.010.19532%
Fund Existence13 years28 years-
Gain YTD20.22715.731129%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets424M67.8B1%
Annual Yield % from dividends0.421.6525%
Returns for 1 year22.8423.8296%
Returns for 3 years34.4642.7381%
Returns for 5 years23.0246.2450%
Returns for 10 years79.69135.7059%
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