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SBMAX vs VEMPX
SBMAX vs VEMPX Comparison
Open Charts SBMAX vs VEMPX
ClearBridge Mid Cap A
Price$33.52
Change-$0.49 (-1.44%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index InstlPlus
Price$318.55
Change-$5.48 (-1.69%)
VolumeN/A
CapitalizationN/A
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SBMAX vs VEMPX Comparison Chart
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SBMAX vs. VEMPX commentary
Sep 08, 2024
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 SBMAX is a Buy and VEMPX is a Buy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 107B vs. SBMAX (1.69B). VEMPX pays higher dividends than SBMAX: VEMPX (1.22) vs SBMAX (0.00). SBMAX was incepted earlier than VEMPX: SBMAX (26 years) vs VEMPX (14 years). SBMAX is a more actively managed with annual turnover of: 38.00 vs. VEMPX (11.00). SBMAX has a lower initial minimum investment than VEMPX: SBMAX (1000) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 15.91 vs. SBMAX (5.82). VEMPX return over 5 years is better than : 50.76 vs. SBMAX (-1.11).
| SBMAX | VEMPX | SBMAX / VEMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 1.826 | 5.482 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 107B | 2% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | 5.82 | 15.91 | 37% |
| Returns for 3 years | -25.61 | -9.17 | 279% |
| Returns for 5 years | -1.11 | 50.76 | -2% |
| Returns for 10 years | 10.95 | 106.67 | 10% |
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