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SBMAX vs VIMSX
SBMAX vs VIMSX Comparison
Open Charts SBMAX vs VIMSX
Vanguard Mid Cap Index Investor
Price$81.03
Change+$1.02 (+1.27%)
VolumeN/A
Net Assets198.74B
SBMAX vs VIMSX Comparison Chart in %
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SBMAX vs. VIMSX commentary
Feb 05, 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 SBMAX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. SBMAX (1.61B). VIMSX pays higher dividends than SBMAX: VIMSX (1.37) vs SBMAX (0.00). SBMAX was incepted earlier than VIMSX: SBMAX (27 years) vs VIMSX (28 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 : 8.23 vs. SBMAX (-5.88). VIMSX return over 5 years is better than : 38.77 vs. SBMAX (-15.45).
| 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 | 28 years | - |
| Gain YTD | 2.096 | 2.272 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 199B | 1% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -5.88 | 8.23 | -71% |
| Returns for 3 years | 0.34 | 33.97 | 1% |
| Returns for 5 years | -15.45 | 38.77 | -40% |
| Returns for 10 years | 29.20 | 180.15 | 16% |
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