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SBMAX vs VMCPX
SBMAX vs VMCPX Comparison
Open Charts SBMAX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$400.45
Change+$5.12 (+1.30%)
VolumeN/A
Net Assets198.74B
SBMAX vs VMCPX Comparison Chart in %
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SBMAX vs. VMCPX commentary
Feb 04, 2026
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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. SBMAX (1.61B). VMCPX pays higher dividends than SBMAX: VMCPX (1.50) vs SBMAX (0.00). SBMAX was incepted earlier than VMCPX: SBMAX (27 years) vs VMCPX (15 years). SBMAX (1.16) is less costly to investors than VMCPX (0.03). SBMAX is a more actively managed with annual turnover of: 36.00 vs. VMCPX (16.00). SBMAX has a lower initial minimum investment than VMCPX: SBMAX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 8.25 vs. SBMAX (-5.88). VMCPX return over 5 years is better than : 38.89 vs. SBMAX (-15.45).
| SBMAX | VMCPX | SBMAX / VMCPX | |
| Total Expense Ratio | 1.16 | 0.03 | 3,867% |
| Annual Report Gross Expense Ratio | 1.16 | 0.03 | 3,867% |
| Fund Existence | 27 years | 15 years | - |
| Gain YTD | 2.096 | 2.283 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 199B | 1% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | -5.88 | 8.25 | -71% |
| Returns for 3 years | 0.34 | 34.05 | 1% |
| Returns for 5 years | -15.45 | 38.89 | -40% |
| Returns for 10 years | 29.20 | 180.63 | 16% |
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