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SBMAX vs VIMSX
SBMAX vs VIMSX Comparison
Open Charts SBMAX vs VIMSX
Vanguard Mid Cap Index Investor
Price$77.52
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
SBMAX vs VIMSX Comparison Chart in %
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SBMAX vs. VIMSX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. SBMAX (1.69B). VIMSX pays higher dividends than SBMAX: VIMSX (1.40) 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 : 17.63 vs. SBMAX (6.32). VIMSX return over 5 years is better than : 73.64 vs. SBMAX (15.75).
| 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 | 3.987 | 7.625 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 185B | 1% |
| Annual Yield % from dividends | 0.04 | 1.40 | 3% |
| Returns for 1 year | 6.32 | 17.63 | 36% |
| Returns for 3 years | 11.61 | 43.06 | 27% |
| Returns for 5 years | 15.75 | 73.64 | 21% |
| Returns for 10 years | 11.09 | 127.44 | 9% |
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