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SBRVX vs VISVX
SBRVX vs VISVX Comparison
Open Charts SBRVX vs VISVX
SBRVX vs VISVX Comparison Chart in %
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SBRVX vs. VISVX commentary
Aug 23, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 68.3B vs. SBRVX (418M). VISVX pays higher dividends than SBRVX: VISVX (1.65) vs SBRVX (0.29). SBRVX was incepted earlier than VISVX: SBRVX (7 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). VISVX annual gain was more profitable for investors over the last year : 23.48 vs. SBRVX (16.33). VISVX return over 5 years is better than : 50.65 vs. SBRVX (23.79).
| SBRVX | VISVX | SBRVX / VISVX | |
| Total Expense Ratio | 1.14 | 0.19 | 600% |
| Annual Report Gross Expense Ratio | 1.29 | 0.19 | 679% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 18.541 | 17.881 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 418M | 68.3B | 1% |
| Annual Yield % from dividends | 0.29 | 1.65 | 17% |
| Returns for 1 year | 16.33 | 23.48 | 70% |
| Returns for 3 years | 38.01 | 54.68 | 70% |
| Returns for 5 years | 23.79 | 50.65 | 47% |
| Returns for 10 years | N/A | 133.26 | - |
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