Interact to see
Advertisement
Advertisement
SBMAX vs VIMSX
SBMAX vs VIMSX Comparison
Open Charts SBMAX vs VIMSX
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
SBMAX vs VIMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBMAX vs. VIMSX commentary
Jun 16, 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: 185B vs. SBMAX (1.63B). 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 : 11.58 vs. SBMAX (0.16). VIMSX return over 5 years is better than : 69.57 vs. SBMAX (13.11).
| 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 | -0.797 | 2.751 | -29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 185B | 1% |
| Annual Yield % from dividends | 0.04 | 1.40 | 3% |
| Returns for 1 year | 0.16 | 11.58 | 1% |
| Returns for 3 years | 7.77 | 39.11 | 20% |
| Returns for 5 years | 13.11 | 69.57 | 19% |
| Returns for 10 years | 4.02 | 114.00 | 4% |