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SBMAX vs VMCIX
SBMAX vs VMCIX Comparison
Open Charts SBMAX vs VMCIX
ClearBridge Mid Cap A
Price$36.94
Change-$0.39 (-1.04%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$74.52
Change-$0.41 (-0.55%)
VolumeN/A
CapitalizationN/A
SBMAX vs VMCIX Comparison Chart
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SBMAX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. SBMAX (1.8B). VMCIX pays higher dividends than SBMAX: VMCIX (1.50) vs SBMAX (0.00). SBMAX was incepted earlier than VMCIX: SBMAX (26 years) vs VMCIX (27 years). SBMAX is a more actively managed with annual turnover of: 38.00 vs. VMCIX (13.00). SBMAX has a lower initial minimum investment than VMCIX: SBMAX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 28.30 vs. SBMAX (19.20). VMCIX return over 5 years is better than : 59.03 vs. SBMAX (4.27).
| SBMAX | VMCIX | SBMAX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 10.599 | 17.340 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 175B | 1% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | 19.20 | 28.30 | 68% |
| Returns for 3 years | -23.06 | 5.05 | -456% |
| Returns for 5 years | 4.27 | 59.03 | 7% |
| Returns for 10 years | 19.15 | 128.04 | 15% |
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