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SMVZX vs VEVYX
SMVZX vs VEVYX Comparison
Open Charts SMVZX vs VEVYX
SMVZX vs VEVYX Comparison Chart in %
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SMVZX vs. VEVYX 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 SMVZX is a Hold and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.2B vs. SMVZX (1.35B). VEVYX pays higher dividends than SMVZX: VEVYX (1.20) vs SMVZX (1.01). SMVZX was incepted earlier than VEVYX: SMVZX (12 years) vs VEVYX (13 years). SMVZX (0.90) is less costly to investors than VEVYX (0.66). SMVZX is a more actively managed with annual turnover of: 192.00 vs. VEVYX (45.00). VEVYX has a lower initial minimum investment than SMVZX: VEVYX (1000000) vs SMVZX (2500000). SMVZX annual gain was more profitable for investors over the last year : 26.06 vs. VEVYX (13.08). VEVYX return over 5 years is better than : 8.11 vs. SMVZX (4.24).
| SMVZX | VEVYX | SMVZX / VEVYX | |
| Total Expense Ratio | 0.79 | 0.66 | 120% |
| Annual Report Gross Expense Ratio | 0.90 | 0.66 | 136% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 20.332 | 11.746 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 15.2B | 9% |
| Annual Yield % from dividends | 1.01 | 1.20 | 85% |
| Returns for 1 year | 26.06 | 13.08 | 199% |
| Returns for 3 years | 39.72 | 15.96 | 249% |
| Returns for 5 years | 4.24 | 8.11 | 52% |
| Returns for 10 years | 31.92 | 73.19 | 44% |
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