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SBMAX vs VIMSX
SBMAX vs VIMSX Comparison
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SBMAX vs VIMSX Comparison Chart in %
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SBMAX vs. VIMSX 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 226B vs. SBMAX (1.43B). VIMSX pays higher dividends than SBMAX: VIMSX (1.18) vs SBMAX (0.00). SBMAX was incepted earlier than VIMSX: SBMAX (28 years) vs VIMSX (28 years). SBMAX (1.15) is less costly to investors than VIMSX (0.17). SBMAX is a more actively managed with annual turnover of: 29.00 vs. VIMSX (16.00). SBMAX has a lower initial minimum investment than VIMSX: SBMAX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 9.94 vs. SBMAX (-11.67). VIMSX return over 5 years is better than : 32.79 vs. SBMAX (-26.89).
| SBMAX | VIMSX | SBMAX / VIMSX | |
| Total Expense Ratio | 1.15 | 0.17 | 676% |
| Annual Report Gross Expense Ratio | 1.15 | 0.17 | 676% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | -0.123 | 10.564 | -1% |
| 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 | 1.18 | - |
| Returns for 1 year | -11.67 | 9.94 | -117% |
| Returns for 3 years | 1.45 | 49.93 | 3% |
| Returns for 5 years | -26.89 | 32.79 | -82% |
| Returns for 10 years | 10.95 | 157.97 | 7% |
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