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VSMAX vs VVERX
VSMAX vs VVERX Comparison
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VSMAX vs VVERX Comparison Chart in %
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VSMAX vs. VVERX commentary
Jun 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 Hold and VVERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. VVERX (109M). VSMAX pays higher dividends than VVERX: VSMAX (1.19) vs VVERX (1.06). VSMAX was incepted earlier than VVERX: VSMAX (26 years) vs VVERX (7 years). VVERX (1.04) is less costly to investors than VSMAX (0.05). VVERX is a more actively managed with annual turnover of: 77.00 vs. VSMAX (17.00). VSMAX has a lower initial minimum investment than VVERX: VSMAX (3000) vs VVERX (2500000). VVERX annual gain was more profitable for investors over the last year : 35.30 vs. VSMAX (28.62). VSMAX return over 5 years is better than : 37.92 vs. VVERX (-11.94).
| VSMAX | VVERX | VSMAX / VVERX | |
| Total Expense Ratio | 0.05 | 0.77 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 1.04 | 5% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 15.106 | 21.648 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183B | 109M | 167,890% |
| Annual Yield % from dividends | 1.19 | 1.06 | 113% |
| Returns for 1 year | 28.62 | 35.30 | 81% |
| Returns for 3 years | 51.18 | 16.15 | 317% |
| Returns for 5 years | 37.92 | -11.94 | -318% |
| Returns for 10 years | 166.17 | N/A | - |
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