Interact to see
Advertisement
Advertisement
SMVFX vs VMVAX
SMVFX vs VMVAX Comparison
Open Charts SMVFX vs VMVAX
SMVFX vs VMVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMVFX vs. VMVAX commentary
Jul 14, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 37.2B vs. SMVFX (1.28B). VMVAX pays higher dividends than SMVFX: VMVAX (1.88) vs SMVFX (0.43). 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 : 20.58 vs. SMVFX (14.16). VMVAX return over 5 years is better than : 46.00 vs. SMVFX (-6.94).
| 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 | 16.527 | 13.615 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 37.2B | 3% |
| Annual Yield % from dividends | 0.43 | 1.88 | 23% |
| Returns for 1 year | 14.16 | 20.58 | 69% |
| Returns for 3 years | 23.57 | 43.56 | 54% |
| Returns for 5 years | -6.94 | 46.00 | -15% |
| Returns for 10 years | 5.27 | 123.41 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement