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SBRVX vs VSIIX
SBRVX vs VSIIX Comparison
Open Charts SBRVX vs VSIIX
SBRVX vs VSIIX Comparison Chart in %
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VS
VS
SBRVX 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 SBRVX is a Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 67.8B vs. SBRVX (431M). VSIIX pays higher dividends than SBRVX: VSIIX (1.78) vs SBRVX (0.27). SBRVX was incepted earlier than VSIIX: SBRVX (7 years) vs VSIIX (27 years). SBRVX (1.29) is less costly to investors than VSIIX (0.05). SBRVX is a more actively managed with annual turnover of: 39.00 vs. VSIIX (25.00). SBRVX has a lower initial minimum investment than VSIIX: SBRVX (2500) vs VSIIX (5000000). VSIIX (20.77) and SBRVX (20.51) have marching annual gain over last year. VSIIX return over 5 years is better than : 45.96 vs. SBRVX (24.53).
| SBRVX | VSIIX | SBRVX / VSIIX | |
| Total Expense Ratio | 1.14 | 0.05 | 2,280% |
| Annual Report Gross Expense Ratio | 1.29 | 0.05 | 2,580% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 21.754 | 14.485 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 431M | 67.8B | 1% |
| Annual Yield % from dividends | 0.27 | 1.78 | 15% |
| Returns for 1 year | 20.51 | 20.77 | 99% |
| Returns for 3 years | 38.39 | 45.87 | 84% |
| Returns for 5 years | 24.53 | 45.96 | 53% |
| Returns for 10 years | N/A | 132.04 | - |
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