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SMVIX vs VSCAX
SMVIX vs VSCAX Comparison
Open Charts SMVIX vs VSCAX
SMVIX vs VSCAX Comparison Chart in %
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SMVIX vs. VSCAX commentary
Aug 23, 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 SMVIX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 11.6B vs. SMVIX (319M). SMVIX pays higher dividends than VSCAX: SMVIX (0.46) vs VSCAX (0.21). SMVIX was incepted earlier than VSCAX: SMVIX (25 years) vs VSCAX (27 years). SMVIX (1.49) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 79.00 vs. SMVIX (48.00). VSCAX has a lower initial minimum investment than SMVIX: VSCAX (1000) vs SMVIX (100000). VSCAX annual gain was more profitable for investors over the last year : 33.04 vs. SMVIX (21.42). VSCAX return over 5 years is better than : 67.70 vs. SMVIX (8.02).
| SMVIX | VSCAX | SMVIX / VSCAX | |
| Total Expense Ratio | 1.31 | 1.10 | 119% |
| Annual Report Gross Expense Ratio | 1.49 | 1.10 | 135% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 20.687 | 27.301 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 11.6B | 3% |
| Annual Yield % from dividends | 0.46 | 0.21 | 220% |
| Returns for 1 year | 21.42 | 33.04 | 65% |
| Returns for 3 years | 24.80 | 69.36 | 36% |
| Returns for 5 years | 8.02 | 67.70 | 12% |
| Returns for 10 years | 29.23 | 95.12 | 31% |
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