SBMAX
Price
$34.73
Change
+$0.09 (+0.26%)
Updated
Jun 30 closing price
Net Assets
1.67B
VIEIX
Price
$146.26
Change
+$0.76 (+0.52%)
Updated
Jun 30 closing price
Net Assets
107.69B
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SBMAX vs VIEIX

Header iconSBMAX vs VIEIX Comparison
Open Charts SBMAX vs VIEIXBanner chart's image
ClearBridge Mid Cap A
Price$34.73
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets1.67B
Vanguard Extended Market Index Instl
Price$146.26
Change+$0.76 (+0.52%)
VolumeN/A
Net Assets107.69B
SBMAX vs VIEIX Comparison Chart in %
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SBMAX vs. VIEIX commentary
Jul 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 SBMAX is a Buy and VIEIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 108B vs. SBMAX (1.67B). VIEIX pays higher dividends than SBMAX: VIEIX (1.22) vs SBMAX (0.04). SBMAX was incepted earlier than VIEIX: SBMAX (27 years) vs VIEIX (28 years). SBMAX (1.16) is less costly to investors than VIEIX (0.05). SBMAX is a more actively managed with annual turnover of: 36.00 vs. VIEIX (11.00). SBMAX has a lower initial minimum investment than VIEIX: SBMAX (1000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 14.15 vs. SBMAX (3.97). VIEIX return over 5 years is better than : 70.59 vs. SBMAX (18.07).
SBMAXVIEIXSBMAX / VIEIX
Total Expense Ratio1.160.052,320%
Annual Report Gross Expense Ratio1.160.052,320%
Fund Existence27 years28 years-
Gain YTD2.3041.144201%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.67B108B2%
Annual Yield % from dividends0.041.223%
Returns for 1 year3.9714.1528%
Returns for 3 years8.6744.3020%
Returns for 5 years18.0770.5926%
Returns for 10 years9.12116.678%
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