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SMBYX vs VIMSX
SMBYX vs VIMSX Comparison
Open Charts SMBYX vs VIMSX
Vanguard Mid Cap Index Investor
Price$81.03
Change+$1.02 (+1.27%)
VolumeN/A
Net Assets198.74B
SMBYX vs VIMSX Comparison Chart in %
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SMBYX vs. VIMSX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. SMBYX (1.61B). VIMSX pays higher dividends than SMBYX: VIMSX (1.37) vs SMBYX (0.18). 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 : 8.23 vs. SMBYX (-4.27). VIMSX return over 5 years is better than : 38.77 vs. SMBYX (-9.62).
| 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 | 2.118 | 2.272 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 199B | 1% |
| Annual Yield % from dividends | 0.18 | 1.37 | 13% |
| Returns for 1 year | -4.27 | 8.23 | -52% |
| Returns for 3 years | 4.21 | 33.97 | 12% |
| Returns for 5 years | -9.62 | 38.77 | -25% |
| Returns for 10 years | 43.78 | 180.15 | 24% |
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