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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
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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 67.8B vs. SBHVX (431M). VSIAX pays higher dividends than SBHVX: VSIAX (1.77) vs SBHVX (0.40). 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 (20.85) and VSIAX (20.77) have marching annual gain over last year. VSIAX return over 5 years is better than : 45.95 vs. SBHVX (25.55).
| 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 | 21.896 | 14.489 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 431M | 67.8B | 1% |
| Annual Yield % from dividends | 0.40 | 1.77 | 23% |
| Returns for 1 year | 20.85 | 20.77 | 100% |
| Returns for 3 years | 39.25 | 45.87 | 86% |
| Returns for 5 years | 25.55 | 45.95 | 56% |
| Returns for 10 years | 77.48 | 131.96 | 59% |
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