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SMCMX vs VBITX
SMCMX vs VBITX Comparison
Open Charts SMCMX vs VBITX
ALPS/Smith Short Duration Bond C
Price$10.25
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets618.4M
Vanguard Short-Term Bond Idx I
Price$10.30
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets60.18B
SMCMX vs VBITX Comparison Chart
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SMCMX vs. VBITX commentary
May 01, 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 VBITX is a Hold.
FUNDAMENTALS
Fundamentals
VBITX has more cash in the bank: 60.2B vs. SMCMX (618M). VBITX (3.51) and SMCMX (3.35) have matching dividends . SMCMX was incepted earlier than VBITX: SMCMX (7 years) vs VBITX (14 years). SMCMX (1.53) is less costly to investors than VBITX (0.04). SMCMX is a more actively managed with annual turnover of: 157.00 vs. VBITX (56.00). SMCMX has a lower initial minimum investment than VBITX: SMCMX (2500) vs VBITX (5000000). SMCMX annual gain was more profitable for investors over the last year : 5.25 vs. VBITX (3.32). SMCMX return over 5 years is better than : 7.57 vs. VBITX (-4.85).
| SMCMX | VBITX | SMCMX / VBITX | |
| Total Expense Ratio | 1.49 | 0.04 | 3,725% |
| Annual Report Gross Expense Ratio | 1.53 | 0.04 | 3,825% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 1.793 | 1.481 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 618M | 60.2B | 1% |
| Annual Yield % from dividends | 3.35 | 3.51 | 95% |
| Returns for 1 year | 5.25 | 3.32 | 158% |
| Returns for 3 years | 9.14 | 1.93 | 473% |
| Returns for 5 years | 7.57 | -4.85 | -156% |
| Returns for 10 years | N/A | 3.92 | - |
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