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SMVFX vs VMVAX
SMVFX vs VMVAX Comparison
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SMVFX vs VMVAX Comparison Chart in %
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SMVFX vs. VMVAX 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 SMVFX is a StrongBuy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 37.2B vs. SMVFX (1.25B). VMVAX pays higher dividends than SMVFX: VMVAX (1.81) vs SMVFX (0.46). SMVFX was incepted earlier than VMVAX: SMVFX (25 years) vs VMVAX (15 years). SMVFX (2.01) is less costly to investors than VMVAX (0.07). SMVFX is a more actively managed with annual turnover of: 192.00 vs. VMVAX (23.00). SMVFX has a lower initial minimum investment than VMVAX: SMVFX (2500) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 22.51 vs. SMVFX (8.23). VMVAX return over 5 years is better than : 46.55 vs. SMVFX (-10.29).
| SMVFX | VMVAX | SMVFX / VMVAX | |
| Total Expense Ratio | 1.76 | 0.07 | 2,514% |
| Annual Report Gross Expense Ratio | 2.01 | 0.07 | 2,871% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 12.818 | 15.500 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 37.2B | 3% |
| Annual Yield % from dividends | 0.46 | 1.81 | 25% |
| Returns for 1 year | 8.23 | 22.51 | 37% |
| Returns for 3 years | 17.96 | 44.10 | 41% |
| Returns for 5 years | -10.29 | 46.55 | -22% |
| Returns for 10 years | 2.99 | 127.98 | 2% |
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