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SBMAX vs VIMAX
SBMAX vs VIMAX Comparison
Open Charts SBMAX vs VIMAX
ClearBridge Mid Cap A
Price$36.94
Change-$0.39 (-1.04%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Admiral
Price$337.33
Change-$1.88 (-0.55%)
VolumeN/A
CapitalizationN/A
SBMAX vs VIMAX Comparison Chart
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SBMAX vs. VIMAX commentary
Nov 18, 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 StrongSell and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. SBMAX (1.8B). 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 : 28.29 vs. SBMAX (19.20). VIMAX return over 5 years is better than : 59.04 vs. SBMAX (4.27).
| 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 | 10.599 | 17.342 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 175B | 1% |
| Annual Yield % from dividends | 0.00 | 1.49 | - |
| Returns for 1 year | 19.20 | 28.29 | 68% |
| Returns for 3 years | -23.06 | 5.04 | -457% |
| Returns for 5 years | 4.27 | 59.04 | 7% |
| Returns for 10 years | 19.15 | 128.01 | 15% |