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SMVZX vs VMVIX
SMVZX vs VMVIX Comparison
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SMVZX vs VMVIX Comparison Chart in %
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SMVZX vs. VMVIX commentary
Aug 03, 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 StrongBuy and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 37.2B vs. SMVZX (1.25B). VMVIX pays higher dividends than SMVZX: VMVIX (1.70) vs SMVZX (1.19). SMVZX was incepted earlier than VMVIX: SMVZX (12 years) vs VMVIX (20 years). SMVZX (0.90) is less costly to investors than VMVIX (0.19). SMVZX is a more actively managed with annual turnover of: 192.00 vs. VMVIX (23.00). VMVIX has a lower initial minimum investment than SMVZX: VMVIX (3000) vs SMVZX (2500000). VMVIX annual gain was more profitable for investors over the last year : 22.50 vs. SMVZX (10.70). VMVIX return over 5 years is better than : 46.49 vs. SMVZX (-2.42).
| SMVZX | VMVIX | SMVZX / VMVIX | |
| Total Expense Ratio | 0.79 | 0.19 | 416% |
| Annual Report Gross Expense Ratio | 0.90 | 0.19 | 474% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 13.711 | 15.500 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 37.2B | 3% |
| Annual Yield % from dividends | 1.19 | 1.70 | 70% |
| Returns for 1 year | 10.70 | 22.50 | 48% |
| Returns for 3 years | 23.79 | 44.06 | 54% |
| Returns for 5 years | -2.42 | 46.49 | -5% |
| Returns for 10 years | 19.15 | 127.83 | 15% |
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