Ad is loading...
SBMAX vs VMCPX
SBMAX vs VMCPX Comparison
Open Charts SBMAX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$354.15
Change+$3.07 (+0.87%)
VolumeN/A
Net Assets175.12B
SBMAX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBMAX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. SBMAX (1.56B). VMCPX pays higher dividends than SBMAX: VMCPX (1.62) vs SBMAX (0.05). SBMAX was incepted earlier than VMCPX: SBMAX (27 years) vs VMCPX (14 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 : 6.37 vs. SBMAX (-7.76). VMCPX return over 5 years is better than : 70.90 vs. SBMAX (11.40).
| 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 | 14 years | - |
| Gain YTD | -6.734 | -1.889 | 356% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 175B | 1% |
| Annual Yield % from dividends | 0.05 | 1.62 | 3% |
| Returns for 1 year | -7.76 | 6.37 | -122% |
| Returns for 3 years | -7.84 | 20.49 | -38% |
| Returns for 5 years | 11.40 | 70.90 | 16% |
| Returns for 10 years | -0.92 | 103.40 | -1% |
View a ticker or compare two or three
VS
VS
Ad is loading...