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SMCWX vs VVISX
SMCWX vs VVISX Comparison
Open Charts SMCWX vs VVISX
SMCWX vs VVISX Comparison Chart in %
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SMCWX vs. VVISX commentary
Sep 13, 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 SMCWX is a Buy and VVISX is a Hold.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.4B vs. VVISX (76.5M). VVISX pays higher dividends than SMCWX: VVISX (2.20) vs SMCWX (0.60). SMCWX was incepted earlier than VVISX: SMCWX (36 years) vs VVISX (7 years). VVISX (1.26) is less costly to investors than SMCWX (1.03). VVISX is a more actively managed with annual turnover of: 49.00 vs. SMCWX (41.00). SMCWX has a lower initial minimum investment than VVISX: SMCWX (250) vs VVISX (1000000). SMCWX annual gain was more profitable for investors over the last year : 8.99 vs. VVISX (7.23). SMCWX return over 5 years is better than : -9.27 vs. VVISX (-45.24).
| SMCWX | VVISX | SMCWX / VVISX | |
| Total Expense Ratio | 1.03 | 1.00 | 103% |
| Annual Report Gross Expense Ratio | 1.03 | 1.26 | 82% |
| Fund Existence | 36 years | 7 years | - |
| Gain YTD | 12.294 | 8.661 | 142% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.4B | 76.5M | 119,477% |
| Annual Yield % from dividends | 0.60 | 2.20 | 27% |
| Returns for 1 year | 8.99 | 7.23 | 124% |
| Returns for 3 years | 37.46 | 27.73 | 135% |
| Returns for 5 years | -9.27 | -45.24 | 20% |
| Returns for 10 years | 83.28 | N/A | - |
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