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SMBYX vs VIMSX
SMBYX vs VIMSX Comparison
Open Charts SMBYX vs VIMSX
Vanguard Mid Cap Index Investor
Price$79.10
Change+$0.60 (+0.76%)
VolumeN/A
Net Assets192.45B
SMBYX vs VIMSX Comparison Chart in %
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SMBYX vs. VIMSX commentary
Jul 27, 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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 192B vs. SMBYX (1.71B). VIMSX pays higher dividends than SMBYX: VIMSX (1.40) vs SMBYX (0.25). SMBYX was incepted earlier than VIMSX: SMBYX (27 years) vs VIMSX (27 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 : 17.91 vs. SMBYX (7.63). VIMSX return over 5 years is better than : 70.78 vs. SMBYX (20.22).
| 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 | 27 years | - |
| Gain YTD | 5.986 | 9.818 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 192B | 1% |
| Annual Yield % from dividends | 0.25 | 1.40 | 18% |
| Returns for 1 year | 7.63 | 17.91 | 43% |
| Returns for 3 years | 13.32 | 42.07 | 32% |
| Returns for 5 years | 20.22 | 70.78 | 29% |
| Returns for 10 years | 25.50 | 132.48 | 19% |
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