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SBMAX vs VMCIX
SBMAX vs VMCIX Comparison
Open Charts SBMAX vs VMCIX
Vanguard Mid Cap Index Institutional
Price$78.16
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
SBMAX vs VMCIX Comparison Chart in %
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SBMAX vs. VMCIX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. SBMAX (1.69B). VMCIX pays higher dividends than SBMAX: VMCIX (1.50) 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 : 14.33 vs. SBMAX (5.45). VMCIX return over 5 years is better than : 62.28 vs. SBMAX (5.83).
| 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 | 5.316 | 8.308 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 197B | 1% |
| Annual Yield % from dividends | 0.04 | 1.50 | 3% |
| Returns for 1 year | 5.45 | 14.33 | 38% |
| Returns for 3 years | 0.60 | 26.45 | 2% |
| Returns for 5 years | 5.83 | 62.28 | 9% |
| Returns for 10 years | 10.50 | 125.29 | 8% |
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