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SBMAX vs VMCPX
SBMAX vs VMCPX Comparison
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SBMAX vs VMCPX Comparison Chart in %
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SBMAX vs. VMCPX commentary
Jun 27, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 219B vs. SBMAX (1.56B). VMCPX pays higher dividends than SBMAX: VMCPX (1.38) vs SBMAX (0.00). SBMAX was incepted earlier than VMCPX: SBMAX (28 years) vs VMCPX (16 years). SBMAX (1.15) is less costly to investors than VMCPX (0.02). SBMAX is a more actively managed with annual turnover of: 29.00 vs. VMCPX (16.00). SBMAX has a lower initial minimum investment than VMCPX: SBMAX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 16.20 vs. SBMAX (-1.33). VMCPX return over 5 years is better than : 36.69 vs. SBMAX (-20.92).
| SBMAX | VMCPX | SBMAX / VMCPX | |
| Total Expense Ratio | 1.15 | 0.02 | 5,750% |
| Annual Report Gross Expense Ratio | 1.15 | 0.02 | 5,750% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | 5.208 | 11.162 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 219B | 1% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | -1.33 | 16.20 | -8% |
| Returns for 3 years | 8.25 | 49.78 | 17% |
| Returns for 5 years | -20.92 | 36.69 | -57% |
| Returns for 10 years | 24.55 | 175.44 | 14% |
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