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SBMAX vs VSEMX
SBMAX vs VSEMX Comparison
Open Charts SBMAX vs VSEMX
Vanguard Extended Market Index Instl Sel
Price$220.35
Change-$0.92 (-0.42%)
VolumeN/A
Net Assets100.64B
SBMAX vs VSEMX Comparison Chart
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SBMAX vs. VSEMX commentary
May 26, 2025
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 VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 101B vs. SBMAX (1.6B). VSEMX pays higher dividends than SBMAX: VSEMX (1.33) vs SBMAX (0.05). SBMAX was incepted earlier than VSEMX: SBMAX (27 years) vs VSEMX (9 years). SBMAX (1.16) is less costly to investors than VSEMX (0.02). SBMAX is a more actively managed with annual turnover of: 36.00 vs. VSEMX (11.00). SBMAX has a lower initial minimum investment than VSEMX: SBMAX (1000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 6.79 vs. SBMAX (-3.71). VSEMX return over 5 years is better than : 66.59 vs. SBMAX (14.40).
| SBMAX | VSEMX | SBMAX / VSEMX | |
| Total Expense Ratio | 1.16 | 0.02 | 5,800% |
| Annual Report Gross Expense Ratio | 1.16 | 0.02 | 5,800% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | -3.042 | -4.763 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 101B | 2% |
| Annual Yield % from dividends | 0.05 | 1.33 | 3% |
| Returns for 1 year | -3.71 | 6.79 | -55% |
| Returns for 3 years | 0.90 | 33.78 | 3% |
| Returns for 5 years | 14.40 | 66.59 | 22% |
| Returns for 10 years | 2.23 | N/A | - |
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