SBMAX
Price
$34.02
Change
+$0.07 (+0.21%)
Updated
Nov 18 closing price
Net Assets
1.56B
VIEIX
Price
$152.08
Change
+$0.21 (+0.14%)
Updated
Nov 18 closing price
Net Assets
83.92B
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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$34.02
Change+$0.07 (+0.21%)
VolumeN/A
Net Assets1.56B
Vanguard Extended Market Index Instl
Price$152.08
Change+$0.21 (+0.14%)
VolumeN/A
Net Assets83.92B
SBMAX vs VIEIX Comparison Chart in %
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SBMAX vs. VIEIX commentary
Nov 19, 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 Hold and VIEIX is a Hold.

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FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 83.9B vs. SBMAX (1.56B). VIEIX pays higher dividends than SBMAX: VIEIX (1.09) 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 : 3.50 vs. SBMAX (-8.75). VIEIX return over 5 years is better than : 36.33 vs. SBMAX (-9.79).
SBMAXVIEIXSBMAX / VIEIX
Total Expense Ratio1.160.052,320%
Annual Report Gross Expense Ratio1.160.052,320%
Fund Existence27 years28 years-
Gain YTD0.2665.6405%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.56B83.9B2%
Annual Yield % from dividends0.041.094%
Returns for 1 year-8.753.50-250%
Returns for 3 years6.3445.2014%
Returns for 5 years-9.7936.33-27%
Returns for 10 years7.93139.966%
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