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SBMAX vs VMCPX
SBMAX vs VMCPX Comparison
Open Charts SBMAX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$369.40
Change+$1.85 (+0.50%)
VolumeN/A
Net Assets176.87B
SBMAX vs VMCPX Comparison Chart
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VS
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SBMAX vs. VMCPX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 177B vs. SBMAX (1.81B). VMCPX pays higher dividends than SBMAX: VMCPX (1.51) vs SBMAX (0.00). SBMAX was incepted earlier than VMCPX: SBMAX (26 years) vs VMCPX (14 years). SBMAX is a more actively managed with annual turnover of: 38.00 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 : 20.83 vs. SBMAX (9.35). VMCPX return over 5 years is better than : 50.74 vs. SBMAX (-0.33).
| SBMAX | VMCPX | SBMAX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 4.046 | 3.732 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 177B | 1% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | 9.35 | 20.83 | 45% |
| Returns for 3 years | -9.65 | 15.31 | -63% |
| Returns for 5 years | -0.33 | 50.74 | -1% |
| Returns for 10 years | 20.32 | 130.53 | 16% |