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SBHVX vs VSIAX
SBHVX vs VSIAX Comparison
Open Charts SBHVX vs VSIAX
SBHVX vs VSIAX Comparison Chart in %
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SBHVX vs. VSIAX commentary
Jun 24, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 65.5B vs. SBHVX (441M). VSIAX pays higher dividends than SBHVX: VSIAX (1.76) vs SBHVX (0.42). SBHVX was incepted earlier than VSIAX: SBHVX (13 years) vs VSIAX (15 years). SBHVX (1.01) is less costly to investors than VSIAX (0.07). SBHVX is a more actively managed with annual turnover of: 39.00 vs. VSIAX (25.00). VSIAX has a lower initial minimum investment than SBHVX: VSIAX (3000) vs SBHVX (250000). SBHVX annual gain was more profitable for investors over the last year : 32.00 vs. VSIAX (25.68). VSIAX return over 5 years is better than : 40.91 vs. SBHVX (24.53).
| SBHVX | VSIAX | SBHVX / VSIAX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.01 | 0.07 | 1,443% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 23.231 | 12.719 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 441M | 65.5B | 1% |
| Annual Yield % from dividends | 0.42 | 1.76 | 24% |
| Returns for 1 year | 32.00 | 25.68 | 125% |
| Returns for 3 years | 47.78 | 52.88 | 90% |
| Returns for 5 years | 24.53 | 40.91 | 60% |
| Returns for 10 years | 91.61 | 142.91 | 64% |
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