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SMBAX vs VTEAX
SMBAX vs VTEAX Comparison
Open Charts SMBAX vs VTEAX
Saratoga Municipal Bond A
Price$8.44
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets453.21K
Vanguard Tax-Exempt Bond Index Admiral
Price$19.52
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets38.36B
SMBAX vs VTEAX Comparison Chart
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SMBAX vs. VTEAX commentary
Apr 28, 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 SMBAX is a Hold and VTEAX is a Hold.
FUNDAMENTALS
Fundamentals
VTEAX has more cash in the bank: 38.4B vs. SMBAX (453K). VTEAX pays higher dividends than SMBAX: VTEAX (3.18) vs SMBAX (0.83). SMBAX was incepted earlier than VTEAX: SMBAX (19 years) vs VTEAX (10 years). SMBAX (4.90) is less costly to investors than VTEAX (0.07). SMBAX is a more actively managed with annual turnover of: 36.00 vs. VTEAX (19.00). SMBAX has a lower initial minimum investment than VTEAX: SMBAX (2500) vs VTEAX (3000). SMBAX annual gain was more profitable for investors over the last year : -0.37 vs. VTEAX (-1.74). SMBAX return over 5 years is better than : -3.65 vs. VTEAX (-6.29).
| SMBAX | VTEAX | SMBAX / VTEAX | |
| Total Expense Ratio | 4.90 | 0.07 | 7,000% |
| Annual Report Gross Expense Ratio | 4.90 | 0.07 | 7,000% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | -1.517 | -2.380 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 453K | 38.4B | 0% |
| Annual Yield % from dividends | 0.83 | 3.18 | 26% |
| Returns for 1 year | -0.37 | -1.74 | 21% |
| Returns for 3 years | -1.52 | -1.86 | 82% |
| Returns for 5 years | -3.65 | -6.29 | 58% |
| Returns for 10 years | -11.83 | N/A | - |
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