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SBMAX vs VIEIX
SBMAX vs VIEIX Comparison
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SBMAX vs VIEIX Comparison Chart in %
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SBMAX vs. VIEIX commentary
Sep 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 VIEIX is a Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 95.3B vs. SBMAX (1.43B). VIEIX pays higher dividends than SBMAX: VIEIX (1.01) vs SBMAX (0.00). SBMAX was incepted earlier than VIEIX: SBMAX (28 years) vs VIEIX (29 years). SBMAX (1.15) is less costly to investors than VIEIX (0.04). SBMAX is a more actively managed with annual turnover of: 29.00 vs. VIEIX (12.00). SBMAX has a lower initial minimum investment than VIEIX: SBMAX (1000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 10.78 vs. SBMAX (-11.99). VIEIX return over 5 years is better than : 27.15 vs. SBMAX (-27.16).
| SBMAX | VIEIX | SBMAX / VIEIX | |
| Total Expense Ratio | 1.15 | 0.04 | 2,875% |
| Annual Report Gross Expense Ratio | 1.15 | 0.04 | 2,875% |
| Fund Existence | 28 years | 29 years | - |
| Gain YTD | -0.493 | 12.703 | -4% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| 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 | -11.99 | 10.78 | -111% |
| Returns for 3 years | 1.07 | 61.80 | 2% |
| Returns for 5 years | -27.16 | 27.15 | -100% |
| Returns for 10 years | 10.54 | 172.10 | 6% |
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