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VEMAX vs WBEIX
VEMAX vs WBEIX Comparison
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VEMAX vs WBEIX Comparison Chart in %
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VEMAX vs. WBEIX commentary
Aug 16, 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 VEMAX is a Buy and WBEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEMAX has more cash in the bank: 162B vs. WBEIX (1.07B). VEMAX pays higher dividends than WBEIX: VEMAX (2.32) vs WBEIX (0.34). VEMAX was incepted earlier than WBEIX: VEMAX (20 years) vs WBEIX (21 years). WBEIX (1.18) is less costly to investors than VEMAX (0.13). WBEIX is a more actively managed with annual turnover of: 84.00 vs. VEMAX (6.00). VEMAX has a lower initial minimum investment than WBEIX: VEMAX (3000) vs WBEIX (500000). WBEIX annual gain was more profitable for investors over the last year : 42.07 vs. VEMAX (19.04). VEMAX return over 5 years is better than : 29.74 vs. WBEIX (4.76).
| VEMAX | WBEIX | VEMAX / WBEIX | |
| Total Expense Ratio | 0.13 | 0.99 | 13% |
| Annual Report Gross Expense Ratio | 0.13 | 1.18 | 11% |
| Fund Existence | 20 years | 21 years | - |
| Gain YTD | 11.798 | 27.660 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.07B | 15,098% |
| Annual Yield % from dividends | 2.32 | 0.34 | 688% |
| Returns for 1 year | 19.04 | 42.07 | 45% |
| Returns for 3 years | 58.30 | 89.15 | 65% |
| Returns for 5 years | 29.74 | 4.76 | 624% |
| Returns for 10 years | 85.41 | 74.38 | 115% |
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