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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
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 VSMAX is a Hold and VSMSX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. VSMSX (6.41B). VSMAX pays higher dividends than VSMSX: VSMAX (1.21) vs VSMSX (1.15). 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 : 32.29 vs. VSMAX (22.58). VSMAX (35.11) and VSMSX (35.11) 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 | 14.588 | 21.553 | 68% |
| 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 | 1.21 | 1.15 | 106% |
| Returns for 1 year | 22.58 | 32.29 | 70% |
| Returns for 3 years | 43.42 | 40.88 | 106% |
| Returns for 5 years | 35.11 | 35.11 | 100% |
| Returns for 10 years | 155.96 | 154.18 | 101% |
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