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SBRVX vs VSIAX
SBRVX vs VSIAX Comparison
Open Charts SBRVX vs VSIAX
SBRVX vs VSIAX Comparison Chart in %
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VS
SBRVX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 68.3B vs. SBRVX (418M). VSIAX pays higher dividends than SBRVX: VSIAX (1.76) vs SBRVX (0.29). SBRVX was incepted earlier than VSIAX: SBRVX (7 years) vs VSIAX (15 years). SBRVX (1.29) is less costly to investors than VSIAX (0.07). SBRVX is a more actively managed with annual turnover of: 39.00 vs. VSIAX (25.00). SBRVX has a lower initial minimum investment than VSIAX: SBRVX (2500) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 23.51 vs. SBRVX (16.33). VSIAX return over 5 years is better than : 50.83 vs. SBRVX (23.79).
| SBRVX | VSIAX | SBRVX / VSIAX | |
| Total Expense Ratio | 1.14 | 0.07 | 1,629% |
| Annual Report Gross Expense Ratio | 1.29 | 0.07 | 1,843% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 18.541 | 17.914 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 418M | 68.3B | 1% |
| Annual Yield % from dividends | 0.29 | 1.76 | 16% |
| Returns for 1 year | 16.33 | 23.51 | 69% |
| Returns for 3 years | 38.01 | 54.80 | 69% |
| Returns for 5 years | 23.79 | 50.83 | 47% |
| Returns for 10 years | N/A | 133.82 | - |
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