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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
Sep 12, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 39B vs. SMVZX (1.2B). VMVIX pays higher dividends than SMVZX: VMVIX (1.69) 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). SMVZX has a lower initial minimum investment than VMVIX: SMVZX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 16.99 vs. SMVZX (6.34). VMVIX return over 5 years is better than : 44.28 vs. SMVZX (-3.06).
| 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 | 12.966 | 15.027 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 39B | 3% |
| Annual Yield % from dividends | 1.19 | 1.69 | 70% |
| Returns for 1 year | 6.34 | 16.99 | 37% |
| Returns for 3 years | 28.09 | 50.44 | 56% |
| Returns for 5 years | -3.06 | 44.28 | -7% |
| Returns for 10 years | 16.20 | 126.52 | 13% |
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