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SBMAX vs VEXAX
SBMAX vs VEXAX Comparison
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SBMAX vs VEXAX Comparison Chart in %
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SBMAX vs. VEXAX commentary
Jun 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 VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 93.7B vs. SBMAX (1.54B). VEXAX pays higher dividends than SBMAX: VEXAX (1.02) vs SBMAX (0.00). SBMAX was incepted earlier than VEXAX: SBMAX (28 years) vs VEXAX (26 years). SBMAX (1.15) is less costly to investors than VEXAX (0.05). SBMAX is a more actively managed with annual turnover of: 29.00 vs. VEXAX (12.00). SBMAX has a lower initial minimum investment than VEXAX: SBMAX (1000) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : 29.27 vs. SBMAX (-0.30). VEXAX return over 5 years is better than : 33.49 vs. SBMAX (-19.46).
| SBMAX | VEXAX | SBMAX / VEXAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.15 | 0.05 | 2,300% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | 3.636 | 15.435 | 24% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 93.7B | 2% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -0.30 | 29.27 | -1% |
| Returns for 3 years | 6.36 | 63.54 | 10% |
| Returns for 5 years | -19.46 | 33.49 | -58% |
| Returns for 10 years | 18.10 | 191.58 | 9% |
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