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SBMLX vs VEXAX
SBMLX vs VEXAX Comparison
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SBMLX vs VEXAX Comparison Chart in %
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SBMLX vs. VEXAX 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 SBMLX is a Buy and VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 93.6B vs. SBMLX (1.55B). VEXAX pays higher dividends than SBMLX: VEXAX (1.03) vs SBMLX (0.00). SBMLX was incepted earlier than VEXAX: SBMLX (28 years) vs VEXAX (26 years). SBMLX (1.89) is less costly to investors than VEXAX (0.05). SBMLX is a more actively managed with annual turnover of: 29.00 vs. VEXAX (12.00). SBMLX has a lower initial minimum investment than VEXAX: SBMLX (1000) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : 23.89 vs. SBMLX (-7.89). VEXAX return over 5 years is better than : 36.15 vs. SBMLX (-36.02).
| SBMLX | VEXAX | SBMLX / VEXAX | |
| Total Expense Ratio | 1.89 | 0.05 | 3,780% |
| Annual Report Gross Expense Ratio | 1.89 | 0.05 | 3,780% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | 6.876 | 17.626 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 93.6B | 2% |
| Annual Yield % from dividends | 0.00 | 1.03 | - |
| Returns for 1 year | -7.89 | 23.89 | -33% |
| Returns for 3 years | -2.58 | 69.81 | -4% |
| Returns for 5 years | -36.02 | 36.15 | -100% |
| Returns for 10 years | -15.07 | 178.63 | -8% |
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