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SBMLX vs VMCPX
SBMLX vs VMCPX Comparison
Open Charts SBMLX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$354.15
Change+$3.07 (+0.87%)
VolumeN/A
Net Assets175.12B
SBMLX vs VMCPX Comparison Chart
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SBMLX 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 SBMLX is a Buy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. SBMLX (1.56B). VMCPX pays higher dividends than SBMLX: VMCPX (1.62) vs SBMLX (0.00). SBMLX was incepted earlier than VMCPX: SBMLX (27 years) vs VMCPX (14 years). SBMLX (1.88) is less costly to investors than VMCPX (0.03). SBMLX is a more actively managed with annual turnover of: 36.00 vs. VMCPX (16.00). SBMLX has a lower initial minimum investment than VMCPX: SBMLX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 7.11 vs. SBMLX (-11.30). VMCPX return over 5 years is better than : 71.84 vs. SBMLX (-6.01).
| SBMLX | VMCPX | SBMLX / VMCPX | |
| Total Expense Ratio | 1.88 | 0.03 | 6,267% |
| Annual Report Gross Expense Ratio | 1.88 | 0.03 | 6,267% |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | -6.270 | -1.350 | 465% |
| Front Load | N/A | 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 | 0.00 | 1.62 | - |
| Returns for 1 year | -11.30 | 7.11 | -159% |
| Returns for 3 years | -11.27 | 26.21 | -43% |
| Returns for 5 years | -6.01 | 71.84 | -8% |
| Returns for 10 years | -23.61 | 105.06 | -22% |
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