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SBMAX vs VIMSX
SBMAX vs VIMSX Comparison
Open Charts SBMAX vs VIMSX
Vanguard Mid Cap Index Investor
Price$79.16
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets199.16B
SBMAX vs VIMSX Comparison Chart in %
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SBMAX vs. VIMSX commentary
Sep 09, 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 Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. SBMAX (1.72B). VIMSX pays higher dividends than SBMAX: VIMSX (1.35) vs SBMAX (0.04). SBMAX was incepted earlier than VIMSX: SBMAX (27 years) vs VIMSX (27 years). SBMAX (1.16) is less costly to investors than VIMSX (0.17). SBMAX is a more actively managed with annual turnover of: 36.00 vs. VIMSX (16.00). SBMAX has a lower initial minimum investment than VIMSX: SBMAX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 15.02 vs. SBMAX (7.13). VIMSX return over 5 years is better than : 64.92 vs. SBMAX (9.61).
| SBMAX | VIMSX | SBMAX / VIMSX | |
| Total Expense Ratio | 1.16 | 0.17 | 682% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 7.561 | 9.679 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 199B | 1% |
| Annual Yield % from dividends | 0.04 | 1.35 | 3% |
| Returns for 1 year | 7.13 | 15.02 | 47% |
| Returns for 3 years | 13.89 | 41.01 | 34% |
| Returns for 5 years | 9.61 | 64.92 | 15% |
| Returns for 10 years | 18.47 | 140.93 | 13% |
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