VSMAX
Price
$146.06
Change
+$1.04 (+0.72%)
Updated
Aug 21 closing price
Net Assets
183.38B
VSMSX
Price
$549.41
Change
+$3.62 (+0.66%)
Updated
Aug 21 closing price
Net Assets
6.44B
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VSMAX vs VSMSX

VSMAX vs VSMSX Comparison Chart in %
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VS
VSMAX vs. VSMSX commentary
Aug 23, 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 Buy and VSMSX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. VSMSX (6.44B). 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 : 29.51 vs. VSMAX (24.79). VSMAX return over 5 years is better than : 42.24 vs. VSMSX (38.83).
VSMAXVSMSXVSMAX / VSMSX
Total Expense Ratio0.050.03167%
Annual Report Gross Expense Ratio0.050.03167%
Fund Existence26 years15 years-
Gain YTD18.38223.10680%
Front LoadN/AN/A-
Min. Initial Investment300050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets183B6.44B2,841%
Annual Yield % from dividends1.211.15106%
Returns for 1 year24.7929.5184%
Returns for 3 years58.3052.36111%
Returns for 5 years42.2438.83109%
Returns for 10 years157.13149.16105%
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