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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
Aug 23, 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 Buy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 93.6B vs. SBMAX (1.55B). VEXMX pays higher dividends than SBMAX: VEXMX (0.90) 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 : 23.84 vs. SBMAX (-2.41). VEXMX return over 5 years is better than : 35.97 vs. SBMAX (-21.51).
| 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 | 7.427 | 17.587 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 93.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | -2.41 | 23.84 | -10% |
| Returns for 3 years | 10.05 | 69.63 | 14% |
| Returns for 5 years | -21.51 | 35.97 | -60% |
| Returns for 10 years | 15.83 | 177.74 | 9% |
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