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SMCMX vs VBISX
SMCMX vs VBISX Comparison
Open Charts SMCMX vs VBISX
ALPS/Smith Short Duration Bond C
Price$10.21
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets616.95M
Vanguard Short-Term Bond Index I
Price$10.25
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets60.18B
SMCMX vs VBISX Comparison Chart
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SMCMX vs. VBISX commentary
May 03, 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 SMCMX is a Hold and VBISX is a Hold.
FUNDAMENTALS
Fundamentals
VBISX has more cash in the bank: 60.2B vs. SMCMX (617M). VBISX (3.44) and SMCMX (3.32) have matching dividends . SMCMX was incepted earlier than VBISX: SMCMX (7 years) vs VBISX (31 years). SMCMX (1.53) is less costly to investors than VBISX (0.15). SMCMX is a more actively managed with annual turnover of: 157.00 vs. VBISX (56.00). SMCMX has a lower initial minimum investment than VBISX: SMCMX (2500) vs VBISX (3000). SMCMX annual gain was more profitable for investors over the last year : 5.04 vs. VBISX (3.11). SMCMX return over 5 years is better than : 7.57 vs. VBISX (-4.86).
| SMCMX | VBISX | SMCMX / VBISX | |
| Total Expense Ratio | 1.49 | 0.15 | 993% |
| Annual Report Gross Expense Ratio | 1.53 | 0.15 | 1,020% |
| Fund Existence | 7 years | 31 years | - |
| Gain YTD | 1.793 | 1.481 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 617M | 60.2B | 1% |
| Annual Yield % from dividends | 3.32 | 3.44 | 96% |
| Returns for 1 year | 5.04 | 3.11 | 162% |
| Returns for 3 years | 9.25 | 2.13 | 435% |
| Returns for 5 years | 7.57 | -4.86 | -156% |
| Returns for 10 years | N/A | 3.53 | - |
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