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SMCMX vs VSTBX
SMCMX vs VSTBX Comparison
Open Charts SMCMX vs VSTBX
ALPS/Smith Short Duration Bond C
Price$10.21
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets616.95M
Vanguard Short-Term Corp Bd Idx I
Price$26.20
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets41.44B
SMCMX vs VSTBX Comparison Chart
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SMCMX vs. VSTBX 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 VSTBX is a Hold.
FUNDAMENTALS
Fundamentals
VSTBX has more cash in the bank: 41.4B vs. SMCMX (617M). VSTBX pays higher dividends than SMCMX: VSTBX (4.10) vs SMCMX (3.32). SMCMX was incepted earlier than VSTBX: SMCMX (7 years) vs VSTBX (15 years). SMCMX (1.53) is less costly to investors than VSTBX (0.04). SMCMX is a more actively managed with annual turnover of: 157.00 vs. VSTBX (69.00). SMCMX has a lower initial minimum investment than VSTBX: SMCMX (2500) vs VSTBX (5000000). VSTBX annual gain was more profitable for investors over the last year : 7.07 vs. SMCMX (5.04). VSTBX return over 5 years is better than : 11.86 vs. SMCMX (7.57).
| SMCMX | VSTBX | SMCMX / VSTBX | |
| Total Expense Ratio | 1.49 | 0.04 | 3,725% |
| Annual Report Gross Expense Ratio | 1.53 | 0.04 | 3,825% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 1.793 | 2.395 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 617M | 41.4B | 1% |
| Annual Yield % from dividends | 3.32 | 4.10 | 81% |
| Returns for 1 year | 5.04 | 7.07 | 71% |
| Returns for 3 years | 9.25 | 13.53 | 68% |
| Returns for 5 years | 7.57 | 11.86 | 64% |
| Returns for 10 years | N/A | 27.48 | - |
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