Interact to see
Advertisement
Advertisement
SBMAX vs VMCPX
SBMAX vs VMCPX Comparison
Open Charts SBMAX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
SBMAX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBMAX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. SBMAX (1.63B). VMCPX pays higher dividends than SBMAX: VMCPX (1.54) 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 : 11.60 vs. SBMAX (0.16). VMCPX return over 5 years is better than : 69.72 vs. SBMAX (13.11).
| 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 | -0.797 | 2.781 | -29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 185B | 1% |
| Annual Yield % from dividends | 0.04 | 1.54 | 3% |
| Returns for 1 year | 0.16 | 11.60 | 1% |
| Returns for 3 years | 7.77 | 39.16 | 20% |
| Returns for 5 years | 13.11 | 69.72 | 19% |
| Returns for 10 years | 4.02 | 114.26 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement