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SBMAX vs VMCPX
SBMAX vs VMCPX Comparison
Open Charts SBMAX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$390.32
Change+$0.68 (+0.17%)
VolumeN/A
Net Assets201.28B
SBMAX vs VMCPX Comparison Chart in %
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SBMAX vs. VMCPX commentary
Oct 21, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. SBMAX (1.67B). VMCPX pays higher dividends than SBMAX: VMCPX (1.50) vs SBMAX (0.04). 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 : 7.59 vs. SBMAX (-1.93). VMCPX return over 5 years is better than : 57.33 vs. SBMAX (1.51).
| 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 | 6.113 | 9.709 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 201B | 1% |
| Annual Yield % from dividends | 0.04 | 1.50 | 3% |
| Returns for 1 year | -1.93 | 7.59 | -25% |
| Returns for 3 years | 18.51 | 49.71 | 37% |
| Returns for 5 years | 1.51 | 57.33 | 3% |
| Returns for 10 years | 16.02 | 141.02 | 11% |
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