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SMVTX vs VMVIX
SMVTX vs VMVIX Comparison
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SMVTX vs VMVIX Comparison Chart in %
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SMVTX vs. VMVIX commentary
Sep 09, 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 SMVTX is a Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 39B vs. SMVTX (1.22B). VMVIX pays higher dividends than SMVTX: VMVIX (1.69) vs SMVTX (0.67). SMVTX was incepted earlier than VMVIX: SMVTX (25 years) vs VMVIX (20 years). SMVTX (1.04) is less costly to investors than VMVIX (0.19). SMVTX is a more actively managed with annual turnover of: 192.00 vs. VMVIX (23.00). VMVIX has a lower initial minimum investment than SMVTX: VMVIX (3000) vs SMVTX (100000). VMVIX annual gain was more profitable for investors over the last year : 21.08 vs. SMVTX (9.36). VMVIX return over 5 years is better than : 46.29 vs. SMVTX (-3.37).
| SMVTX | VMVIX | SMVTX / VMVIX | |
| Total Expense Ratio | 0.99 | 0.19 | 521% |
| Annual Report Gross Expense Ratio | 1.04 | 0.19 | 547% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 14.907 | 17.607 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 39B | 3% |
| Annual Yield % from dividends | 0.67 | 1.69 | 40% |
| Returns for 1 year | 9.36 | 21.08 | 44% |
| Returns for 3 years | 29.62 | 53.96 | 55% |
| Returns for 5 years | -3.37 | 46.29 | -7% |
| Returns for 10 years | 14.82 | 131.15 | 11% |
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