SBRVX
Price
$18.02
Change
+$0.26 (+1.46%)
Updated
Jun 2 closing price
Net Assets
425.85M
VISVX
Price
$56.60
Change
+$0.48 (+0.86%)
Updated
Jun 2 closing price
Net Assets
64.9B
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SBRVX vs VISVX

Header iconSBRVX vs VISVX Comparison
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SBRVX vs VISVX Comparison Chart in %
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VS
SBRVX vs. VISVX commentary
Jun 03, 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 SBRVX is a Buy and VISVX is a Buy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 64.9B vs. SBRVX (426M). VISVX pays higher dividends than SBRVX: VISVX (1.65) vs SBRVX (0.29). SBRVX was incepted earlier than VISVX: SBRVX (6 years) vs VISVX (28 years). SBRVX (1.29) is less costly to investors than VISVX (0.19). SBRVX is a more actively managed with annual turnover of: 39.00 vs. VISVX (25.00). VISVX has a lower initial minimum investment than SBRVX: VISVX (0) vs SBRVX (2500). SBRVX annual gain was more profitable for investors over the last year : 30.59 vs. VISVX (24.89). VISVX return over 5 years is better than : 34.36 vs. SBRVX (15.80).
SBRVXVISVXSBRVX / VISVX
Total Expense Ratio1.140.19600%
Annual Report Gross Expense Ratio1.290.19679%
Fund Existence6 years28 years-
Gain YTD18.87610.611178%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets426M64.9B1%
Annual Yield % from dividends0.291.6517%
Returns for 1 year30.5924.89123%
Returns for 3 years42.1849.8085%
Returns for 5 years15.8034.3646%
Returns for 10 yearsN/A130.30-
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