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SMBYX vs VIMSX
SMBYX vs VIMSX Comparison
Open Charts SMBYX vs VIMSX
Vanguard Mid Cap Index Investor
Price$79.00
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
SMBYX vs VIMSX Comparison Chart in %
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SMBYX vs. VIMSX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. SMBYX (1.72B). VIMSX pays higher dividends than SMBYX: VIMSX (1.35) vs SMBYX (0.24). 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 : 15.02 vs. SMBYX (8.76). VIMSX return over 5 years is better than : 64.92 vs. SMBYX (16.50).
| 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 | 7.799 | 9.679 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 199B | 1% |
| Annual Yield % from dividends | 0.24 | 1.35 | 17% |
| Returns for 1 year | 8.76 | 15.02 | 58% |
| Returns for 3 years | 17.44 | 41.01 | 43% |
| Returns for 5 years | 16.50 | 64.92 | 25% |
| Returns for 10 years | 30.64 | 140.93 | 22% |
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