SBHVX
Price
$18.10
Change
-$0.16 (-0.88%)
Updated
Jul 13 closing price
Net Assets
430.93M
VISVX
Price
$57.98
Change
-$0.04 (-0.07%)
Updated
Jul 13 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
Jul 14, 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 Hold and VISVX is a Hold.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 67.8B vs. SBHVX (431M). VISVX pays higher dividends than SBHVX: VISVX (1.66) vs SBHVX (0.40). 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). SBHVX (20.85) and VISVX (20.72) have marching annual gain over last year. VISVX return over 5 years is better than : 45.78 vs. SBHVX (25.55).
SBHVXVISVXSBHVX / VISVX
Total Expense Ratio0.990.19521%
Annual Report Gross Expense Ratio1.010.19532%
Fund Existence13 years28 years-
Gain YTD21.89614.468151%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets431M67.8B1%
Annual Yield % from dividends0.401.6624%
Returns for 1 year20.8520.72101%
Returns for 3 years39.2545.7186%
Returns for 5 years25.5545.7856%
Returns for 10 years77.48131.3559%
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