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SASMX vs VEXRX
SASMX vs VEXRX Comparison
Open Charts SASMX vs VEXRX
ClearBridge Small Cap Growth A
Price$32.75
Change-$1.11 (-3.28%)
VolumeN/A
Net Assets2.28B
SASMX vs VEXRX Comparison Chart
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SASMX vs. VEXRX commentary
May 23, 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 SASMX is a Buy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. SASMX (2.28B). VEXRX pays higher dividends than SASMX: VEXRX (0.57) vs SASMX (0.00). SASMX was incepted earlier than VEXRX: SASMX (27 years) vs VEXRX (24 years). SASMX (1.19) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 35.00 vs. SASMX (22.00). SASMX has a lower initial minimum investment than VEXRX: SASMX (1000) vs VEXRX (50000). SASMX annual gain was more profitable for investors over the last year : -2.65 vs. VEXRX (-5.33). VEXRX return over 5 years is better than : 15.94 vs. SASMX (-0.97).
| SASMX | VEXRX | SASMX / VEXRX | |
| Total Expense Ratio | 1.19 | 0.33 | 361% |
| Annual Report Gross Expense Ratio | 1.19 | 0.33 | 361% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | -0.936 | -3.818 | 25% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 18.9B | 12% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | -2.65 | -5.33 | 50% |
| Returns for 3 years | 6.28 | 13.09 | 48% |
| Returns for 5 years | -0.97 | 15.94 | -6% |
| Returns for 10 years | 18.85 | 11.67 | 162% |
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