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SBMAX vs VIMSX
SBMAX vs VIMSX Comparison
Open Charts SBMAX vs VIMSX
Vanguard Mid Cap Index Investor
Price$80.40
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets199.59B
SBMAX vs VIMSX Comparison Chart in %
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SBMAX vs. VIMSX commentary
Dec 27, 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 Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 200B vs. SBMAX (1.62B). VIMSX pays higher dividends than SBMAX: VIMSX (1.37) vs SBMAX (0.04). 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 : 9.53 vs. SBMAX (-4.36). VIMSX return over 5 years is better than : 43.48 vs. SBMAX (-10.82).
| 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 | -2.717 | 11.653 | -23% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 200B | 1% |
| Annual Yield % from dividends | 0.04 | 1.37 | 3% |
| Returns for 1 year | -4.36 | 9.53 | -46% |
| Returns for 3 years | 10.54 | 45.34 | 23% |
| Returns for 5 years | -10.82 | 43.48 | -25% |
| Returns for 10 years | 10.51 | 146.05 | 7% |