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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
Jul 14, 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 Buy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.3B vs. SMVZX (1.28B). SMVZX (1.13) and VEVYX (1.11) have matching dividends . 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 : 16.83 vs. VEVYX (10.65). VEVYX return over 5 years is better than : 10.07 vs. SMVZX (1.25).
| 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 | 17.435 | 14.165 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 15.3B | 8% |
| Annual Yield % from dividends | 1.13 | 1.11 | 102% |
| Returns for 1 year | 16.83 | 10.65 | 158% |
| Returns for 3 years | 29.76 | 13.06 | 228% |
| Returns for 5 years | 1.25 | 10.07 | 12% |
| Returns for 10 years | 21.91 | 68.40 | 32% |
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