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SBHVX vs VSIIX
SBHVX vs VSIIX Comparison
Open Charts SBHVX vs VSIIX
SBHVX vs VSIIX Comparison Chart in %
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VS
VS
SBHVX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 67.8B vs. SBHVX (431M). VSIIX pays higher dividends than SBHVX: VSIIX (1.78) vs SBHVX (0.40). SBHVX was incepted earlier than VSIIX: SBHVX (13 years) vs VSIIX (27 years). SBHVX (1.01) is less costly to investors than VSIIX (0.05). SBHVX is a more actively managed with annual turnover of: 39.00 vs. VSIIX (25.00). SBHVX has a lower initial minimum investment than VSIIX: SBHVX (250000) vs VSIIX (5000000). SBHVX (20.85) and VSIIX (20.77) have marching annual gain over last year. VSIIX return over 5 years is better than : 45.96 vs. SBHVX (25.55).
| SBHVX | VSIIX | SBHVX / VSIIX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.01 | 0.05 | 2,020% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 21.896 | 14.485 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 431M | 67.8B | 1% |
| Annual Yield % from dividends | 0.40 | 1.78 | 22% |
| Returns for 1 year | 20.85 | 20.77 | 100% |
| Returns for 3 years | 39.25 | 45.87 | 86% |
| Returns for 5 years | 25.55 | 45.96 | 56% |
| Returns for 10 years | 77.48 | 132.04 | 59% |
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