SBMAX
Price
$33.63
Change
+$0.31 (+0.93%)
Updated
Jun 18 closing price
Net Assets
1.54B
VEMPX
Price
$451.44
Change
+$7.37 (+1.66%)
Updated
Jun 18 closing price
Net Assets
93.74B
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SBMAX vs VEMPX

SBMAX vs VEMPX Comparison Chart in %
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SBMAX vs. VEMPX commentary
Jun 22, 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 Hold.

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FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 93.7B vs. SBMAX (1.54B). VEMPX pays higher dividends than SBMAX: VEMPX (1.03) vs SBMAX (0.00). SBMAX was incepted earlier than VEMPX: SBMAX (28 years) vs VEMPX (15 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 : 29.27 vs. SBMAX (-0.30). VEMPX return over 5 years is better than : 33.51 vs. SBMAX (-19.46).
SBMAXVEMPXSBMAX / VEMPX
Total Expense Ratio1.150.043,286%
Annual Report Gross Expense Ratio1.150.043,286%
Fund Existence28 years15 years-
Gain YTD3.63615.44124%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.54B93.7B2%
Annual Yield % from dividends0.001.03-
Returns for 1 year-0.3029.27-1%
Returns for 3 years6.3663.5510%
Returns for 5 years-19.4633.51-58%
Returns for 10 years18.10191.749%
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