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SMDVX vs VIEIX
SMDVX vs VIEIX Comparison
Open Charts SMDVX vs VIEIX
SMDVX vs VIEIX Comparison Chart in %
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SMDVX vs. VIEIX commentary
Aug 03, 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 SMDVX is a Hold and VIEIX is a Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 97.7B vs. SMDVX (1.08B). VIEIX pays higher dividends than SMDVX: VIEIX (1.04) vs SMDVX (0.18). SMDVX was incepted earlier than VIEIX: SMDVX (20 years) vs VIEIX (29 years). SMDVX (1.16) is less costly to investors than VIEIX (0.04). SMDVX is a more actively managed with annual turnover of: 62.00 vs. VIEIX (12.00). SMDVX has a lower initial minimum investment than VIEIX: SMDVX (2000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 19.76 vs. SMDVX (13.78). VIEIX return over 5 years is better than : 28.30 vs. SMDVX (5.20).
| SMDVX | VIEIX | SMDVX / VIEIX | |
| Total Expense Ratio | 1.16 | 0.04 | 2,900% |
| Annual Report Gross Expense Ratio | 1.16 | 0.04 | 2,900% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | 16.956 | 13.063 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 97.7B | 1% |
| Annual Yield % from dividends | 0.18 | 1.04 | 17% |
| Returns for 1 year | 13.78 | 19.76 | 70% |
| Returns for 3 years | 23.90 | 51.93 | 46% |
| Returns for 5 years | 5.20 | 28.30 | 18% |
| Returns for 10 years | 78.60 | 175.88 | 45% |
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