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SMBPX vs VTEAX
SMBPX vs VTEAX Comparison
Open Charts SMBPX vs VTEAX
Saratoga Municipal Bond I
Price$8.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets452.55K
Vanguard Tax-Exempt Bond Index Admiral
Price$19.50
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets38.36B
SMBPX vs VTEAX Comparison Chart
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SMBPX vs. VTEAX commentary
Apr 19, 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 SMBPX is a Hold and VTEAX is a Hold.
FUNDAMENTALS
Fundamentals
VTEAX has more cash in the bank: 38.4B vs. SMBPX (453K). VTEAX pays higher dividends than SMBPX: VTEAX (3.18) vs SMBPX (1.16). SMBPX was incepted earlier than VTEAX: SMBPX (31 years) vs VTEAX (10 years). SMBPX (4.49) is less costly to investors than VTEAX (0.07). SMBPX is a more actively managed with annual turnover of: 36.00 vs. VTEAX (19.00). SMBPX has a lower initial minimum investment than VTEAX: SMBPX (250) vs VTEAX (3000). SMBPX annual gain was more profitable for investors over the last year : -0.47 vs. VTEAX (-2.14). SMBPX return over 5 years is better than : -2.48 vs. VTEAX (-7.44).
| SMBPX | VTEAX | SMBPX / VTEAX | |
| Total Expense Ratio | 4.49 | 0.07 | 6,414% |
| Annual Report Gross Expense Ratio | 4.49 | 0.07 | 6,414% |
| Fund Existence | 31 years | 10 years | - |
| Gain YTD | -1.484 | -2.480 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 453K | 38.4B | 0% |
| Annual Yield % from dividends | 1.16 | 3.18 | 37% |
| Returns for 1 year | -0.47 | -2.14 | 22% |
| Returns for 3 years | -0.59 | -2.83 | 21% |
| Returns for 5 years | -2.48 | -7.44 | 33% |
| Returns for 10 years | -9.27 | N/A | - |