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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
Aug 03, 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: 224B vs. SBMAX (1.54B). VIMSX pays higher dividends than SBMAX: VIMSX (1.20) 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 : 13.46 vs. SBMAX (-3.43). VIMSX return over 5 years is better than : 35.82 vs. SBMAX (-21.95).
| 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 | 6.009 | 11.625 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 224B | 1% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | -3.43 | 13.46 | -25% |
| Returns for 3 years | 3.50 | 43.32 | 8% |
| Returns for 5 years | -21.95 | 35.82 | -61% |
| Returns for 10 years | 18.41 | 158.99 | 12% |
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