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SMVSX vs VSIIX
SMVSX vs VSIIX Comparison
Open Charts SMVSX vs VSIIX
SMVSX vs VSIIX Comparison Chart in %
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SMVSX vs. VSIIX commentary
Jun 24, 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 SMVSX is a StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 65.5B vs. SMVSX (11.8B). VSIIX pays higher dividends than SMVSX: VSIIX (1.77) vs SMVSX (0.43). SMVSX was incepted earlier than VSIIX: SMVSX (9 years) vs VSIIX (27 years). SMVSX (0.72) is less costly to investors than VSIIX (0.05). SMVSX is a more actively managed with annual turnover of: 52.00 vs. VSIIX (25.00). SMVSX has a lower initial minimum investment than VSIIX: SMVSX (1000000) vs VSIIX (5000000). SMVSX annual gain was more profitable for investors over the last year : 48.64 vs. VSIIX (24.56). SMVSX return over 5 years is better than : 70.43 vs. VSIIX (39.69).
| SMVSX | VSIIX | SMVSX / VSIIX | |
| Total Expense Ratio | 0.72 | 0.05 | 1,440% |
| Annual Report Gross Expense Ratio | 0.72 | 0.05 | 1,440% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 31.610 | 12.927 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 65.5B | 18% |
| Annual Yield % from dividends | 0.43 | 1.77 | 25% |
| Returns for 1 year | 48.64 | 24.56 | 198% |
| Returns for 3 years | 95.49 | 53.19 | 180% |
| Returns for 5 years | 70.43 | 39.69 | 177% |
| Returns for 10 years | N/A | 143.45 | - |
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