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SBMAX vs VMCPX
SBMAX vs VMCPX Comparison
Open Charts SBMAX vs VMCPX
ClearBridge Mid Cap A
Price$33.52
Change-$0.49 (-1.44%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$335.92
Change-$4.05 (-1.19%)
VolumeN/A
CapitalizationN/A
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SBMAX vs VMCPX Comparison Chart
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SBMAX vs. VMCPX commentary
Sep 08, 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 Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. SBMAX (1.69B). VMCPX pays higher dividends than SBMAX: VMCPX (1.51) vs SBMAX (0.00). SBMAX was incepted earlier than VMCPX: SBMAX (26 years) vs VMCPX (14 years). SBMAX is a more actively managed with annual turnover of: 38.00 vs. VMCPX (13.00). SBMAX has a lower initial minimum investment than VMCPX: SBMAX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 15.94 vs. SBMAX (5.82). VMCPX return over 5 years is better than : 51.94 vs. SBMAX (-1.11).
| SBMAX | VMCPX | SBMAX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 1.826 | 8.502 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 172B | 1% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | 5.82 | 15.94 | 36% |
| Returns for 3 years | -25.61 | 1.70 | -1,506% |
| Returns for 5 years | -1.11 | 51.94 | -2% |
| Returns for 10 years | 10.95 | 114.41 | 10% |