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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
Aug 23, 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: 225B vs. SBMAX (1.55B). VMCPX pays higher dividends than SBMAX: VMCPX (1.33) 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 : 16.45 vs. SBMAX (-2.41). VMCPX return over 5 years is better than : 38.95 vs. SBMAX (-21.51).
| 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 | 7.427 | 14.473 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 225B | 1% |
| Annual Yield % from dividends | 0.00 | 1.33 | - |
| Returns for 1 year | -2.41 | 16.45 | -15% |
| Returns for 3 years | 10.05 | 55.91 | 18% |
| Returns for 5 years | -21.51 | 38.95 | -55% |
| Returns for 10 years | 15.83 | 159.14 | 10% |
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