Interact to see
Advertisement
Advertisement
SBMAX vs VEXAX
SBMAX vs VEXAX Comparison
Open Charts SBMAX vs VEXAX
SBMAX vs VEXAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBMAX vs. VEXAX commentary
Sep 19, 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: 95.3B vs. SBMAX (1.43B). VEXAX pays higher dividends than SBMAX: VEXAX (1.01) 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 : 11.27 vs. SBMAX (-11.67). VEXAX return over 5 years is better than : 27.71 vs. SBMAX (-26.89).
| 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 | -0.123 | 13.200 | -1% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 95.3B | 1% |
| Annual Yield % from dividends | 0.00 | 1.01 | - |
| Returns for 1 year | -11.67 | 11.27 | -103% |
| Returns for 3 years | 1.45 | 62.50 | 2% |
| Returns for 5 years | -26.89 | 27.71 | -97% |
| Returns for 10 years | 10.95 | 173.24 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers