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SMBYX vs VMCPX
SMBYX vs VMCPX Comparison
Open Charts SMBYX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$387.57
Change-$6.59 (-1.67%)
VolumeN/A
Net Assets198.55B
SMBYX vs VMCPX Comparison Chart in %
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SMBYX vs. VMCPX commentary
Nov 14, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. SMBYX (1.62B). VMCPX pays higher dividends than SMBYX: VMCPX (1.51) vs SMBYX (0.24). SMBYX was incepted earlier than VMCPX: SMBYX (27 years) vs VMCPX (15 years). SMBYX (0.88) is less costly to investors than VMCPX (0.03). SMBYX is a more actively managed with annual turnover of: 36.00 vs. VMCPX (16.00). SMBYX has a lower initial minimum investment than VMCPX: SMBYX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 5.69 vs. SMBYX (-5.64). VMCPX return over 5 years is better than : 52.35 vs. SMBYX (0.36).
| SMBYX | VMCPX | SMBYX / VMCPX | |
| Total Expense Ratio | 0.85 | 0.03 | 2,833% |
| Annual Report Gross Expense Ratio | 0.88 | 0.03 | 2,933% |
| Fund Existence | 27 years | 15 years | - |
| Gain YTD | 3.999 | 10.788 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 199B | 1% |
| Annual Yield % from dividends | 0.24 | 1.51 | 16% |
| Returns for 1 year | -5.64 | 5.69 | -99% |
| Returns for 3 years | 11.29 | 37.89 | 30% |
| Returns for 5 years | 0.36 | 52.35 | 1% |
| Returns for 10 years | 25.92 | 149.27 | 17% |
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