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SMBYX vs VIMSX
SMBYX vs VIMSX Comparison
Open Charts SMBYX vs VIMSX
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
SMBYX vs VIMSX Comparison Chart
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SMBYX vs. VIMSX commentary
Jun 14, 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 SMBYX is a Hold and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. SMBYX (1.65B). VIMSX pays higher dividends than SMBYX: VIMSX (1.40) vs SMBYX (0.26). SMBYX was incepted earlier than VIMSX: SMBYX (27 years) vs VIMSX (27 years). SMBYX (0.88) is less costly to investors than VIMSX (0.17). SMBYX is a more actively managed with annual turnover of: 36.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than SMBYX: VIMSX (3000) vs SMBYX (1000000). VIMSX annual gain was more profitable for investors over the last year : 12.88 vs. SMBYX (3.29). VIMSX return over 5 years is better than : 71.54 vs. SMBYX (22.11).
| SMBYX | VIMSX | SMBYX / VIMSX | |
| Total Expense Ratio | 0.85 | 0.17 | 500% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 0.894 | 3.945 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 185B | 1% |
| Annual Yield % from dividends | 0.26 | 1.40 | 18% |
| Returns for 1 year | 3.29 | 12.88 | 26% |
| Returns for 3 years | 12.86 | 40.72 | 32% |
| Returns for 5 years | 22.11 | 71.54 | 31% |
| Returns for 10 years | 16.47 | 116.49 | 14% |
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