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SBMAX vs VMCPX
SBMAX vs VMCPX Comparison
Open Charts SBMAX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$323.22
Change-$10.23 (-3.07%)
VolumeN/A
Net Assets175.23B
SBMAX vs VMCPX Comparison Chart
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SBMAX vs. VMCPX commentary
Apr 11, 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 Hold and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. SBMAX (1.5B). VMCPX pays higher dividends than SBMAX: VMCPX (1.61) vs SBMAX (0.04). SBMAX was incepted earlier than VMCPX: SBMAX (27 years) vs VMCPX (14 years). SBMAX (1.17) is less costly to investors than VMCPX (0.03). SBMAX is a more actively managed with annual turnover of: 36.00 vs. VMCPX (13.00). SBMAX has a lower initial minimum investment than VMCPX: SBMAX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 1.69 vs. SBMAX (-11.83). VMCPX return over 5 years is better than : 72.04 vs. SBMAX (11.23).
| SBMAX | VMCPX | SBMAX / VMCPX | |
| Total Expense Ratio | 1.17 | 0.03 | 3,900% |
| Annual Report Gross Expense Ratio | 1.17 | 0.03 | 3,900% |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | -10.721 | -6.304 | 170% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 175B | 1% |
| Annual Yield % from dividends | 0.04 | 1.61 | 3% |
| Returns for 1 year | -11.83 | 1.69 | -702% |
| Returns for 3 years | -17.80 | 6.86 | -259% |
| Returns for 5 years | 11.23 | 72.04 | 16% |
| Returns for 10 years | -5.42 | 94.14 | -6% |