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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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SBRVX vs. VSIAX commentary
Jun 24, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 65.5B vs. SBRVX (439M). 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). SBRVX annual gain was more profitable for investors over the last year : 31.72 vs. VSIAX (25.68). VSIAX return over 5 years is better than : 40.91 vs. SBRVX (23.58).
| 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 | 23.159 | 12.719 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 439M | 65.5B | 1% |
| Annual Yield % from dividends | 0.29 | 1.76 | 16% |
| Returns for 1 year | 31.72 | 25.68 | 124% |
| Returns for 3 years | 47.07 | 52.88 | 89% |
| Returns for 5 years | 23.58 | 40.91 | 58% |
| Returns for 10 years | N/A | 142.91 | - |
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