Interact to see
Advertisement
Advertisement
SBMAX vs VIMAX
SBMAX vs VIMAX Comparison
Open Charts SBMAX vs VIMAX
SBMAX vs VIMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBMAX vs. VIMAX commentary
Sep 20, 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 VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 226B vs. SBMAX (1.43B). VIMAX pays higher dividends than SBMAX: VIMAX (1.29) vs SBMAX (0.00). SBMAX was incepted earlier than VIMAX: SBMAX (28 years) vs VIMAX (25 years). SBMAX (1.15) is less costly to investors than VIMAX (0.05). SBMAX is a more actively managed with annual turnover of: 29.00 vs. VIMAX (16.00). SBMAX has a lower initial minimum investment than VIMAX: SBMAX (1000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 9.72 vs. SBMAX (-11.99). VIMAX return over 5 years is better than : 32.58 vs. SBMAX (-27.16).
| SBMAX | VIMAX | SBMAX / VIMAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.15 | 0.05 | 2,300% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | -0.493 | 10.357 | -5% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 226B | 1% |
| Annual Yield % from dividends | 0.00 | 1.29 | - |
| Returns for 1 year | -11.99 | 9.72 | -123% |
| Returns for 3 years | 1.07 | 49.69 | 2% |
| Returns for 5 years | -27.16 | 32.58 | -83% |
| Returns for 10 years | 10.54 | 157.85 | 7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BIRAX | 25.63 | 0.01 | +0.04% |
| BlackRock Sust Awr Advtg Lg Cp Cr Inv A | |||
| QCACX | 49.51 | 0.01 | +0.02% |
| Federated Hermes MDT All Cap Core C | |||
| PEYAX | 44.79 | -0.13 | -0.29% |
| Putnam Large Cap Value A | |||
| MMEYX | 65.87 | -0.42 | -0.63% |
| Victory Integrity Discovery Y | |||
| PPYIX | 10.91 | -0.17 | -1.53% |
| PIMCO RAE International Instl | |||