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SMBYX vs VMCPX
SMBYX vs VMCPX Comparison
Open Charts SMBYX vs VMCPX
Vanguard Mid Cap Index InstitutionalPlus
Price$390.45
Change-$0.55 (-0.14%)
VolumeN/A
Net Assets199.16B
SMBYX vs VMCPX Comparison Chart in %
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SMBYX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. SMBYX (1.72B). VMCPX pays higher dividends than SMBYX: VMCPX (1.48) vs SMBYX (0.24). SMBYX was incepted earlier than VMCPX: SMBYX (27 years) vs VMCPX (15 years). SMBYX (0.88) is less costly to investors than VMCPX (0.03). SMBYX is a more actively managed with annual turnover of: 36.00 vs. VMCPX (16.00). SMBYX has a lower initial minimum investment than VMCPX: SMBYX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 15.04 vs. SMBYX (8.76). VMCPX return over 5 years is better than : 65.05 vs. SMBYX (16.50).
| SMBYX | VMCPX | SMBYX / VMCPX | |
| Total Expense Ratio | 0.85 | 0.03 | 2,833% |
| Annual Report Gross Expense Ratio | 0.88 | 0.03 | 2,933% |
| Fund Existence | 27 years | 15 years | - |
| Gain YTD | 7.799 | 9.713 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 199B | 1% |
| Annual Yield % from dividends | 0.24 | 1.48 | 16% |
| Returns for 1 year | 8.76 | 15.04 | 58% |
| Returns for 3 years | 17.44 | 41.08 | 42% |
| Returns for 5 years | 16.50 | 65.05 | 25% |
| Returns for 10 years | 30.64 | 141.17 | 22% |
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