Interact to see
Advertisement
Advertisement
SBHVX vs VSIAX
SBHVX vs VSIAX Comparison
Open Charts SBHVX vs VSIAX
SBHVX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBHVX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 67.8B vs. SBHVX (424M). 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). VSIAX (23.87) and SBHVX (22.84) have marching annual gain over last year. VSIAX return over 5 years is better than : 46.42 vs. SBHVX (23.02).
| 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 | 20.227 | 15.756 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 67.8B | 1% |
| Annual Yield % from dividends | 0.42 | 1.76 | 24% |
| Returns for 1 year | 22.84 | 23.87 | 96% |
| Returns for 3 years | 34.46 | 42.87 | 80% |
| Returns for 5 years | 23.02 | 46.42 | 50% |
| Returns for 10 years | 79.69 | 136.29 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement