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SBMAX vs VMCPX
SBMAX vs VMCPX Comparison
Open Charts SBMAX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$392.53
Change+$0.74 (+0.19%)
VolumeN/A
Net Assets196.76B
SBMAX vs VMCPX Comparison Chart in %
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SBMAX vs. VMCPX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. SBMAX (1.71B). VMCPX pays higher dividends than SBMAX: VMCPX (1.51) vs SBMAX (0.04). SBMAX was incepted earlier than VMCPX: SBMAX (27 years) vs VMCPX (15 years). SBMAX (1.16) is less costly to investors than VMCPX (0.03). SBMAX is a more actively managed with annual turnover of: 36.00 vs. VMCPX (16.00). 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 : 13.98 vs. SBMAX (5.42). VMCPX return over 5 years is better than : 62.60 vs. SBMAX (7.25).
| SBMAX | VMCPX | SBMAX / VMCPX | |
| Total Expense Ratio | 1.16 | 0.03 | 3,867% |
| Annual Report Gross Expense Ratio | 1.16 | 0.03 | 3,867% |
| Fund Existence | 27 years | 15 years | - |
| Gain YTD | 7.590 | 10.089 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 197B | 1% |
| Annual Yield % from dividends | 0.04 | 1.51 | 3% |
| Returns for 1 year | 5.42 | 13.98 | 39% |
| Returns for 3 years | 9.97 | 37.12 | 27% |
| Returns for 5 years | 7.25 | 62.60 | 12% |
| Returns for 10 years | 19.28 | 142.60 | 14% |
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