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SMBYX vs VMCPX
SMBYX vs VMCPX Comparison
Open Charts SMBYX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
SMBYX vs VMCPX Comparison Chart in %
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SMBYX vs. VMCPX commentary
Jul 07, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. SMBYX (1.69B). VMCPX pays higher dividends than SMBYX: VMCPX (1.54) vs SMBYX (0.25). 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 : 17.65 vs. SMBYX (7.96). VMCPX return over 5 years is better than : 73.80 vs. SMBYX (23.10).
| 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 | 4.173 | 7.631 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 185B | 1% |
| Annual Yield % from dividends | 0.25 | 1.54 | 16% |
| Returns for 1 year | 7.96 | 17.65 | 45% |
| Returns for 3 years | 15.10 | 43.14 | 35% |
| Returns for 5 years | 23.10 | 73.80 | 31% |
| Returns for 10 years | 22.51 | 127.62 | 18% |