Interact to see
Advertisement
Advertisement
SMVZX vs VMVIX
SMVZX vs VMVIX Comparison
Open Charts SMVZX vs VMVIX
SMVZX vs VMVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMVZX vs. VMVIX 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 36.6B vs. SMVZX (1.35B). VMVIX pays higher dividends than SMVZX: VMVIX (1.77) vs SMVZX (1.01). 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). SMVZX annual gain was more profitable for investors over the last year : 26.06 vs. VMVIX (20.49). VMVIX return over 5 years is better than : 41.54 vs. SMVZX (4.24).
| 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 | 20.332 | 11.075 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 3000 | 83,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 36.6B | 4% |
| Annual Yield % from dividends | 1.01 | 1.77 | 57% |
| Returns for 1 year | 26.06 | 20.49 | 127% |
| Returns for 3 years | 39.72 | 48.26 | 82% |
| Returns for 5 years | 4.24 | 41.54 | 10% |
| Returns for 10 years | 31.92 | 130.76 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement