Interact to see
Advertisement
Advertisement
SMBYX vs VIMSX
SMBYX vs VIMSX Comparison
Open Charts SMBYX vs VIMSX
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
SMBYX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMBYX vs. VIMSX commentary
Aug 18, 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 Hold and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. SMBYX (1.69B). VIMSX pays higher dividends than SMBYX: VIMSX (1.37) vs SMBYX (0.24). 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 : 14.31 vs. SMBYX (7.07). VIMSX return over 5 years is better than : 62.16 vs. SMBYX (12.50).
| 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 | 5.539 | 8.291 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 197B | 1% |
| Annual Yield % from dividends | 0.24 | 1.37 | 17% |
| Returns for 1 year | 7.07 | 14.31 | 49% |
| Returns for 3 years | 3.72 | 26.39 | 14% |
| Returns for 5 years | 12.50 | 62.16 | 20% |
| Returns for 10 years | 21.87 | 125.09 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement