Interact to see
Advertisement
Advertisement
SBMAX vs VMCIX
SBMAX vs VMCIX Comparison
Open Charts SBMAX vs VMCIX
Vanguard Mid Cap Index Institutional
Price$79.33
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets199.16B
SBMAX vs VMCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBMAX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. SBMAX (1.72B). VMCIX pays higher dividends than SBMAX: VMCIX (1.47) vs SBMAX (0.04). SBMAX was incepted earlier than VMCIX: SBMAX (27 years) vs VMCIX (27 years). SBMAX (1.16) is less costly to investors than VMCIX (0.04). SBMAX is a more actively managed with annual turnover of: 36.00 vs. VMCIX (16.00). SBMAX has a lower initial minimum investment than VMCIX: SBMAX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 15.05 vs. SBMAX (7.13). VMCIX return over 5 years is better than : 65.06 vs. SBMAX (9.61).
| SBMAX | VMCIX | SBMAX / VMCIX | |
| Total Expense Ratio | 1.16 | 0.04 | 2,900% |
| Annual Report Gross Expense Ratio | 1.16 | 0.04 | 2,900% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 7.561 | 9.708 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 199B | 1% |
| Annual Yield % from dividends | 0.04 | 1.47 | 3% |
| Returns for 1 year | 7.13 | 15.05 | 47% |
| Returns for 3 years | 13.89 | 41.08 | 34% |
| Returns for 5 years | 9.61 | 65.06 | 15% |
| Returns for 10 years | 18.47 | 141.13 | 13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement