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SBMAX vs VIMAX
SBMAX vs VIMAX Comparison
Open Charts SBMAX vs VIMAX
ClearBridge Mid Cap A
Price$33.58
Change-$1.31 (-3.75%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Admiral
Price$327.44
Change-$11.29 (-3.33%)
VolumeN/A
CapitalizationN/A
SBMAX vs VIMAX Comparison Chart
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SBMAX vs. VIMAX commentary
Dec 19, 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 Hold and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 190B vs. SBMAX (1.81B). VIMAX pays higher dividends than SBMAX: VIMAX (1.49) vs SBMAX (0.00). SBMAX was incepted earlier than VIMAX: SBMAX (26 years) vs VIMAX (23 years). SBMAX is a more actively managed with annual turnover of: 38.00 vs. VIMAX (13.00). SBMAX has a lower initial minimum investment than VIMAX: SBMAX (1000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 18.84 vs. SBMAX (5.45). VIMAX return over 5 years is better than : 55.75 vs. SBMAX (2.15).
| SBMAX | VIMAX | SBMAX / VIMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 4.503 | 17.829 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 190B | 1% |
| Annual Yield % from dividends | 0.00 | 1.49 | - |
| Returns for 1 year | 5.45 | 18.84 | 29% |
| Returns for 3 years | -13.28 | 11.37 | -117% |
| Returns for 5 years | 2.15 | 55.75 | 4% |
| Returns for 10 years | 15.74 | 125.53 | 13% |