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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
Jun 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 36.6B vs. SMVFX (1.29B). VMVAX pays higher dividends than SMVFX: VMVAX (1.88) vs SMVFX (0.30). 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 : 20.13 vs. SMVFX (18.53). VMVAX return over 5 years is better than : 36.58 vs. SMVFX (-5.60).
| 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 | 18.970 | 9.961 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 36.6B | 4% |
| Annual Yield % from dividends | 0.30 | 1.88 | 16% |
| Returns for 1 year | 18.53 | 20.13 | 92% |
| Returns for 3 years | 32.31 | 46.11 | 70% |
| Returns for 5 years | -5.60 | 36.58 | -15% |
| Returns for 10 years | 9.22 | 121.47 | 8% |
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