SMCWX
Price
$84.33
Change
-$1.01 (-1.18%)
Updated
Jul 2 closing price
Net Assets
91.47B
VVPSX
Price
$13.55
Change
+$0.17 (+1.27%)
Updated
Jul 2 closing price
Net Assets
79.18M
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SMCWX vs VVPSX

SMCWX vs VVPSX Comparison Chart in %
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SMCWX vs. VVPSX commentary
Jul 05, 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 VVPSX is a Hold.

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FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.5B vs. VVPSX (79.2M). VVPSX pays higher dividends than SMCWX: VVPSX (2.26) vs SMCWX (0.58). SMCWX was incepted earlier than VVPSX: SMCWX (36 years) vs VVPSX (17 years). VVPSX (1.45) is less costly to investors than SMCWX (1.03). SMCWX is a more actively managed with annual turnover of: 41.00 vs. VVPSX (29.00). SMCWX has a lower initial minimum investment than VVPSX: SMCWX (250) vs VVPSX (5000). SMCWX annual gain was more profitable for investors over the last year : 16.73 vs. VVPSX (12.04). SMCWX return over 5 years is better than : -3.22 vs. VVPSX (-41.34).
SMCWXVVPSXSMCWX / VVPSX
Total Expense Ratio1.031.1590%
Annual Report Gross Expense Ratio1.031.4571%
Fund Existence36 years17 years-
Gain YTD15.0637.882191%
Front Load6%N/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets91.5B79.2M115,530%
Annual Yield % from dividends0.582.2626%
Returns for 1 year16.7312.04139%
Returns for 3 years37.1121.67171%
Returns for 5 years-3.22-41.348%
Returns for 10 years96.51-11.12-868%
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