SMDRX
Price
$22.03
Change
+$0.25 (+1.15%)
Updated
Jun 2 closing price
Net Assets
1.06B
VIEIX
Price
$181.71
Change
+$1.93 (+1.07%)
Updated
Jun 2 closing price
Net Assets
89.86B
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SMDRX vs VIEIX

Header iconSMDRX vs VIEIX Comparison
Open Charts SMDRX vs VIEIXBanner chart's image
SMDRX vs VIEIX Comparison Chart in %
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SMDRX vs. VIEIX commentary
Jun 04, 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 SMDRX is a Hold and VIEIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 89.9B vs. SMDRX (1.06B). VIEIX pays higher dividends than SMDRX: VIEIX (1.02) vs SMDRX (0.43). SMDRX was incepted earlier than VIEIX: SMDRX (11 years) vs VIEIX (29 years). SMDRX (0.81) is less costly to investors than VIEIX (0.04). SMDRX is a more actively managed with annual turnover of: 62.00 vs. VIEIX (12.00). SMDRX (5000000) and VIEIX (5000000) have matching initial minimum investment requirements. VIEIX annual gain was more profitable for investors over the last year : 29.44 vs. SMDRX (16.26). VIEIX return over 5 years is better than : 31.88 vs. SMDRX (8.17).
SMDRXVIEIXSMDRX / VIEIX
Total Expense Ratio0.810.042,025%
Annual Report Gross Expense Ratio0.810.042,025%
Fund Existence11 years29 years-
Gain YTD14.21113.449106%
Front LoadN/AN/A-
Min. Initial Investment50000005000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.06B89.9B1%
Annual Yield % from dividends0.431.0242%
Returns for 1 year16.2629.4455%
Returns for 3 years28.9966.9943%
Returns for 5 years8.1731.8826%
Returns for 10 years84.82184.4746%
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