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VSMAX vs VSMSX
VSMAX vs VSMSX Comparison
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VSMAX vs VSMSX Comparison Chart in %
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VSMAX vs. VSMSX 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 VSMAX is a Hold and VSMSX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. VSMSX (6.41B). VSMAX (1.18) and VSMSX (1.13) have matching dividends . VSMAX was incepted earlier than VSMSX: VSMAX (26 years) vs VSMSX (15 years). VSMAX (0.05) is less costly to investors than VSMSX (0.03). VSMSX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (17.00). VSMAX has a lower initial minimum investment than VSMSX: VSMAX (3000) vs VSMSX (5000000). VSMSX annual gain was more profitable for investors over the last year : 29.35 vs. VSMAX (23.38). VSMAX (38.56) and VSMSX (37.02) have equivalent 5 years return.
| VSMAX | VSMSX | VSMAX / VSMSX | |
| Total Expense Ratio | 0.05 | 0.03 | 167% |
| Annual Report Gross Expense Ratio | 0.05 | 0.03 | 167% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 15.756 | 21.585 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 6.41B | 2,950% |
| Annual Yield % from dividends | 1.18 | 1.13 | 105% |
| Returns for 1 year | 23.38 | 29.35 | 80% |
| Returns for 3 years | 48.24 | 45.45 | 106% |
| Returns for 5 years | 38.56 | 37.02 | 104% |
| Returns for 10 years | 158.07 | 151.51 | 104% |
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