SBMAX
Price
$32.29
Change
-$0.12 (-0.37%)
Updated
Sep 18 closing price
Net Assets
1.43B
VEMPX
Price
$440.46
Change
-$1.95 (-0.44%)
Updated
Sep 18 closing price
Net Assets
95.33B
Interact to see
Advertisement

SBMAX vs VEMPX

SBMAX vs VEMPX Comparison Chart in %
View a ticker or compare two or three
VS
SBMAX vs. VEMPX commentary
Sep 21, 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 SBMAX is a Hold and VEMPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 95.3B vs. SBMAX (1.43B). VEMPX pays higher dividends than SBMAX: VEMPX (1.02) vs SBMAX (0.00). SBMAX was incepted earlier than VEMPX: SBMAX (28 years) vs VEMPX (16 years). SBMAX (1.15) is less costly to investors than VEMPX (0.04). SBMAX is a more actively managed with annual turnover of: 29.00 vs. VEMPX (12.00). SBMAX has a lower initial minimum investment than VEMPX: SBMAX (1000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 10.79 vs. SBMAX (-11.99). VEMPX return over 5 years is better than : 27.16 vs. SBMAX (-27.16).
SBMAXVEMPXSBMAX / VEMPX
Total Expense Ratio1.150.043,286%
Annual Report Gross Expense Ratio1.150.043,286%
Fund Existence28 years16 years-
Gain YTD-0.49312.708-4%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.43B95.3B1%
Annual Yield % from dividends0.001.02-
Returns for 1 year-11.9910.79-111%
Returns for 3 years1.0761.812%
Returns for 5 years-27.1627.16-100%
Returns for 10 years10.54172.176%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VADGX31.630.04
+0.13%
Vanguard Advice Select Dividend Gr Admrl
GSRLX13.050.01
+0.08%
Goldman Sachs Rising Dividend Gr Instl
JBALX49.69N/A
N/A
Janus Henderson Balanced I
JVTAX88.59N/A
N/A
Janus Henderson Venture A
BHCHX22.95-0.24
-1.03%
Baron Health Care Instl