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SIVIX vs VSMAX
SIVIX vs VSMAX Comparison
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SIVIX vs VSMAX Comparison Chart in %
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SIVIX vs. VSMAX commentary
Jul 26, 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 SIVIX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. SIVIX (534M). VSMAX pays higher dividends than SIVIX: VSMAX (1.18) vs SIVIX (0.41). SIVIX was incepted earlier than VSMAX: SIVIX (28 years) vs VSMAX (26 years). SIVIX (0.91) is less costly to investors than VSMAX (0.05). SIVIX is a more actively managed with annual turnover of: 45.00 vs. VSMAX (17.00). VSMAX has a lower initial minimum investment than SIVIX: VSMAX (3000) vs SIVIX (10000000). VSMAX annual gain was more profitable for investors over the last year : 20.80 vs. SIVIX (-1.07). VSMAX return over 5 years is better than : 36.32 vs. SIVIX (-22.74).
| SIVIX | VSMAX | SIVIX / VSMAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.91 | 0.05 | 1,820% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | 13.655 | 14.645 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 534M | 189B | 0% |
| Annual Yield % from dividends | 0.41 | 1.18 | 35% |
| Returns for 1 year | -1.07 | 20.80 | -5% |
| Returns for 3 years | -6.01 | 44.84 | -13% |
| Returns for 5 years | -22.74 | 36.32 | -63% |
| Returns for 10 years | -0.94 | 153.13 | -1% |
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