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SBMAX vs VEXMX
SBMAX vs VEXMX Comparison
Open Charts SBMAX vs VEXMX
Vanguard Extended Market Index Investor
Price$146.39
Change+$0.75 (+0.51%)
VolumeN/A
Net Assets107.69B
SBMAX vs VEXMX Comparison Chart in %
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SBMAX vs. VEXMX commentary
Jul 01, 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 VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 108B vs. SBMAX (1.67B). VEXMX pays higher dividends than SBMAX: VEXMX (1.08) vs SBMAX (0.04). SBMAX was incepted earlier than VEXMX: SBMAX (27 years) vs VEXMX (38 years). SBMAX (1.16) is less costly to investors than VEXMX (0.19). SBMAX is a more actively managed with annual turnover of: 36.00 vs. VEXMX (11.00). SBMAX has a lower initial minimum investment than VEXMX: SBMAX (1000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 14.15 vs. SBMAX (3.97). VEXMX return over 5 years is better than : 70.33 vs. SBMAX (18.07).
| SBMAX | VEXMX | SBMAX / VEXMX | |
| Total Expense Ratio | 1.16 | 0.19 | 611% |
| Annual Report Gross Expense Ratio | 1.16 | 0.19 | 611% |
| Fund Existence | 27 years | 38 years | - |
| Gain YTD | 2.304 | 1.132 | 204% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 108B | 2% |
| Annual Yield % from dividends | 0.04 | 1.08 | 4% |
| Returns for 1 year | 3.97 | 14.15 | 28% |
| Returns for 3 years | 8.67 | 44.17 | 20% |
| Returns for 5 years | 18.07 | 70.33 | 26% |
| Returns for 10 years | 9.12 | 116.04 | 8% |
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