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SMVIX vs VSIAX
SMVIX vs VSIAX Comparison
Open Charts SMVIX vs VSIAX
SMVIX vs VSIAX Comparison Chart in %
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SMVIX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 68.3B vs. SMVIX (319M). VSIAX pays higher dividends than SMVIX: VSIAX (1.76) vs SMVIX (0.46). SMVIX was incepted earlier than VSIAX: SMVIX (25 years) vs VSIAX (15 years). SMVIX (1.49) is less costly to investors than VSIAX (0.07). SMVIX is a more actively managed with annual turnover of: 48.00 vs. VSIAX (25.00). VSIAX has a lower initial minimum investment than SMVIX: VSIAX (3000) vs SMVIX (100000). VSIAX annual gain was more profitable for investors over the last year : 23.51 vs. SMVIX (21.42). VSIAX return over 5 years is better than : 50.83 vs. SMVIX (8.02).
| SMVIX | VSIAX | SMVIX / VSIAX | |
| Total Expense Ratio | 1.31 | 0.07 | 1,871% |
| Annual Report Gross Expense Ratio | 1.49 | 0.07 | 2,129% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 20.687 | 17.914 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 68.3B | 0% |
| Annual Yield % from dividends | 0.46 | 1.76 | 26% |
| Returns for 1 year | 21.42 | 23.51 | 91% |
| Returns for 3 years | 24.80 | 54.80 | 45% |
| Returns for 5 years | 8.02 | 50.83 | 16% |
| Returns for 10 years | 29.23 | 133.82 | 22% |
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