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SBMAX vs VEMPX
SBMAX vs VEMPX Comparison
Open Charts SBMAX vs VEMPX
Vanguard Extended Market Index InstlPlus
Price$369.73
Change+$3.42 (+0.93%)
VolumeN/A
Net Assets107.69B
SBMAX vs VEMPX Comparison Chart in %
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SBMAX vs. VEMPX commentary
Jul 06, 2025
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 Buy and VEMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 108B vs. SBMAX (1.69B). VEMPX pays higher dividends than SBMAX: VEMPX (1.16) vs SBMAX (0.04). SBMAX was incepted earlier than VEMPX: SBMAX (27 years) vs VEMPX (14 years). SBMAX (1.16) is less costly to investors than VEMPX (0.04). SBMAX is a more actively managed with annual turnover of: 36.00 vs. VEMPX (11.00). 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 : 17.49 vs. SBMAX (6.32). VEMPX return over 5 years is better than : 68.51 vs. SBMAX (15.75).
| SBMAX | VEMPX | SBMAX / VEMPX | |
| Total Expense Ratio | 1.16 | 0.04 | 2,900% |
| Annual Report Gross Expense Ratio | 1.16 | 0.04 | 2,900% |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | 3.987 | 4.145 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 108B | 2% |
| Annual Yield % from dividends | 0.04 | 1.16 | 4% |
| Returns for 1 year | 6.32 | 17.49 | 36% |
| Returns for 3 years | 11.61 | 49.77 | 23% |
| Returns for 5 years | 15.75 | 68.51 | 23% |
| Returns for 10 years | 11.09 | 123.67 | 9% |
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