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SBMAX vs VIMSX
SBMAX vs VIMSX Comparison
Open Charts SBMAX vs VIMSX
Vanguard Mid Cap Index Investor
Price$71.66
Change+$0.62 (+0.87%)
VolumeN/A
Net Assets175.12B
SBMAX vs VIMSX Comparison Chart
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SBMAX vs. VIMSX commentary
May 09, 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 SBMAX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. SBMAX (1.56B). VIMSX pays higher dividends than SBMAX: VIMSX (1.48) vs SBMAX (0.05). SBMAX was incepted earlier than VIMSX: SBMAX (27 years) vs VIMSX (27 years). SBMAX (1.16) is less costly to investors than VIMSX (0.17). SBMAX is a more actively managed with annual turnover of: 36.00 vs. VIMSX (16.00). SBMAX has a lower initial minimum investment than VIMSX: SBMAX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 6.35 vs. SBMAX (-7.76). VIMSX return over 5 years is better than : 70.77 vs. SBMAX (11.40).
| SBMAX | VIMSX | SBMAX / VIMSX | |
| Total Expense Ratio | 1.16 | 0.17 | 682% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | -6.734 | -1.900 | 354% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 175B | 1% |
| Annual Yield % from dividends | 0.05 | 1.48 | 3% |
| Returns for 1 year | -7.76 | 6.35 | -122% |
| Returns for 3 years | -7.84 | 20.46 | -38% |
| Returns for 5 years | 11.40 | 70.77 | 16% |
| Returns for 10 years | -0.92 | 103.16 | -1% |
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