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SMBYX vs VIMSX
SMBYX vs VIMSX Comparison
Open Charts SMBYX vs VIMSX
Vanguard Mid Cap Index Investor
Price$80.40
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets199.59B
SMBYX vs VIMSX Comparison Chart in %
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SMBYX vs. VIMSX commentary
Dec 28, 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 SMBYX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 200B vs. SMBYX (1.62B). VIMSX pays higher dividends than SMBYX: VIMSX (1.37) vs SMBYX (0.24). SMBYX was incepted earlier than VIMSX: SMBYX (27 years) vs VIMSX (28 years). SMBYX (0.88) is less costly to investors than VIMSX (0.17). SMBYX is a more actively managed with annual turnover of: 36.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than SMBYX: VIMSX (3000) vs SMBYX (1000000). VIMSX annual gain was more profitable for investors over the last year : 9.53 vs. SMBYX (-2.88). VIMSX return over 5 years is better than : 43.48 vs. SMBYX (-4.84).
| SMBYX | VIMSX | SMBYX / VIMSX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 27 years | 28 years | - |
| Gain YTD | -1.217 | 11.653 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 200B | 1% |
| Annual Yield % from dividends | 0.24 | 1.37 | 18% |
| Returns for 1 year | -2.88 | 9.53 | -30% |
| Returns for 3 years | 14.60 | 45.34 | 32% |
| Returns for 5 years | -4.84 | 43.48 | -11% |
| Returns for 10 years | 22.81 | 146.05 | 16% |
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