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VBR vs. VIMAX – A Comprehensive Comparison

Discover a comparison of VBR vs. VIMAX to determine which is best for you! Use the table below to compare their key characteristics.

Last Updated: 1/15/2024

VBR vs. VIMAX Key Characteristics

MetricsVBRVIMAX
1-Year Annual Return16.00%15.98%
5-Year Annual Return11.85%12.71%
Expense Ratio0.07%0.05%
Dividend Yield2.11%1.55%
Number of Holdings835341

Overview of VBR

The Vanguard Small-Cap Value ETF, trading under the ticker symbol VBR, is an exchange-traded fund managed by Vanguard. VBR is designed to track the performance of the CRSP US Small Cap Value Index, which includes small-cap U.S. companies that exhibit value characteristics. This ETF is suitable for investors seeking a combination of the potential growth associated with small-cap stocks and the value-oriented investment approach, which focuses on finding undervalued companies.

Overview of VIMAX

VIMAX, the Vanguard Mid-Cap Index Fund Admiral Shares, is a mutual fund offered by Vanguard. The primary goal of VIMAX is to provide investors with broad exposure to mid-sized U.S. companies. These mid-cap stocks are typically firms that fall between small and large companies in terms of their market capitalization. Mid-cap stocks can offer a balance between the growth potential of smaller companies and the stability of larger, established firms.

Performance Comparison of VBR vs. VIMAX

The total return performance including dividends is crucial to consider when analyzing different investment funds. 

As of 1/15/2024, VBR has a one year annualized return of 16.00%, while VIMAX has a five year annualized return of 15.98%. 

VBR vs. VIMAX Dividend Yield

Both VBR and VIMAX pay dividends to their shareholders from the earnings of their underlying stocks. The dividend yield is a measure of how much a company pays in dividends relative to its share price.

As of 1/15/2024 the dividend yield of VBR is 2.11%, while the dividend yield of  VIMAX is 1.55%. 

VBR vs. VIMAX Expense Ratios

The expense ratio is a measure of how much an ETF charges its investors for managing the fund. It is expressed as a percentage of the fund’s assets per year.

The expense ratio is one of the most important factors to consider when choosing an ETF because it directly affects your returns over time. The lower the expense ratio, the more money you get to keep from your investment.

As of 1/15/2024 VBR has an expense ratio of 0.07%, while VIMAX has an expense ratio of 0.05%. 

VBR vs. VIMAX Holdings

A fund’s holdings are the basket of individual securities that it owns and tracks. It is crucial for investors to analyze a fund’s holdings because they are effectively what you are investing in by purchasing the fund. 

As of 1/15/2024 VBR holds 835 securities, while VIMAX holds 341. 

Mutual Funds vs. ETFs

When comparing investment funds, you may be confused about the difference between an ETF and a mutual fund. Keep in mind, an index fund is a specific type of mutual fund. ETFs are tradeable during the stock market hours, while mutual funds only update once per day.

etf vs mutual fund

Mutual funds are pooled investment vehicles that are managed by a fund company or an investment advisor. They issue and redeem shares directly to investors at the end of each trading day based on their net asset value (NAV). Investors can buy and sell mutual fund shares through the fund company or a broker.

ETFs are also pooled investment vehicles that are managed by a fund company or an investment advisor. However, they trade like stocks on an exchange throughout the trading day at market prices that may differ from their NAV. Investors can buy and sell ETF shares through a broker.

Some of the advantages and disadvantages of mutual funds vs ETFs are:

  • Mutual funds may offer more convenience and flexibility for investors who want to invest a fixed amount of money or set up automatic investments or withdrawals.
  • Mutual funds may require a larger minimum investment.
  • ETFs may incur bid-ask spreads and premiums or discounts to their NAV, which can affect their trading efficiency and performance.
  • Mutual funds may be less tax-efficient than ETFs, as they may distribute more capital gains to their shareholders due to their redemption mechanism.
  • ETFs may be more tax-efficient than mutual funds, as they may avoid realizing capital gains through their creation and redemption mechanism.

VBR vs. VIMAX – Bottom Line

Ultimately, both VBR and VIMAX are solid investment choices. The choice between the two ultimately depends on the exposure you want and the amount of risk you are willing to take. 

Hopefully, the information in this article helps you decide which is better for your portfolio. To continue your research, check out our other fund comparison articles as well!

Comparing ETFs With TradingView

When comparing ETFs, it is crucial that you are comparing the total return to include dividend payments. TradingView allows you to compare several stocks and ETFs at once on a single chart adjusted for dividends.

You can simply sign up for a free TradingView account and type the stock ticker you want to compare.

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Next, click the plus sign next to the ticker at the top left of the chart to add symbols to compare.

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Finally, ensure you click the ‘ADJ’ at the bottom to adjust the returns for dividends!

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As you can see in the TradingView chart below, you can compare multiple funds and ETFs on a single chart, making your research much easier. Feel free to compare any ETFs you’d like using the widget. Alternatively, sign up for a free TradingView account and use the main website for a better experience.

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