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SBMAX vs VEXMX
SBMAX vs VEXMX Comparison
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SBMAX vs VEXMX Comparison Chart in %
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SBMAX vs. VEXMX 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 95.3B vs. SBMAX (1.43B). VEXMX pays higher dividends than SBMAX: VEXMX (0.88) vs SBMAX (0.00). SBMAX was incepted earlier than VEXMX: SBMAX (28 years) vs VEXMX (39 years). SBMAX (1.15) is less costly to investors than VEXMX (0.19). SBMAX is a more actively managed with annual turnover of: 29.00 vs. VEXMX (12.00). 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 : 11.24 vs. SBMAX (-11.67). VEXMX return over 5 years is better than : 27.54 vs. SBMAX (-26.89).
| SBMAX | VEXMX | SBMAX / VEXMX | |
| Total Expense Ratio | 1.15 | 0.19 | 605% |
| Annual Report Gross Expense Ratio | 1.15 | 0.19 | 605% |
| Fund Existence | 28 years | 39 years | - |
| Gain YTD | -0.123 | 13.153 | -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 | 0.88 | - |
| Returns for 1 year | -11.67 | 11.24 | -104% |
| Returns for 3 years | 1.45 | 62.33 | 2% |
| Returns for 5 years | -26.89 | 27.54 | -98% |
| Returns for 10 years | 10.95 | 172.33 | 6% |
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