SBMAX
Price
$34.35
Change
-$0.00 (-0.00%)
Updated
Feb 29, 6:59 PM EST
VMCPX
Price
$324.72
Change
-$0.00 (-0.00%)
Updated
Feb 29, 6:59 PM EST
Ad is loading...

Compare trend and price SBMAX vs VMCPX

Header iconSBMAX vs VMCPX Comparison
Open Charts SBMAX vs VMCPXBanner chart's image
ClearBridge Mid Cap A
Price$34.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$324.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
SBMAX vs VMCPX Comparison Chart

Loading...

VS
SBMAX vs. VMCPX commentary
Mar 02, 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 VMCPX is a Hold.

FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 153B vs. SBMAX (2.02B). VMCPX pays higher dividends than SBMAX: VMCPX (1.55) vs SBMAX (0.00). SBMAX was incepted earlier than VMCPX: SBMAX (26 years) vs VMCPX (13 years). SBMAX (1.15) is less costly to investors than VMCPX (0.03). SBMAX is a more actively managed with annual turnover of: 38.00 vs. VMCPX (12.00). 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 : 11.97 vs. SBMAX (6.38). VMCPX return over 5 years is better than : 51.91 vs. SBMAX (21.16).
SBMAXVMCPXSBMAX / VMCPX
Total Expense Ratio1.150.033,833%
Annual Report Gross Expense Ratio1.150.033,833%
Fund Existence26 years13 years-
Gain YTD2.8443.46782%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRA250N/A-
Net Assets2.02B153B1%
Annual Yield % from dividends0.001.55-
Returns for 1 year6.3811.9753%
Returns for 3 years-14.5510.19-143%
Returns for 5 years21.1651.9141%
Returns for 10 years61.85116.2653%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
POLA0.39N/A
+1.02%
Polar Power
MORN298.25-0.34
-0.11%
Morningstar
BMA39.49-0.30
-0.75%
Banco Macro SA
CRDL1.96-0.10
-4.85%
Cardiol Therapeutics
SES1.67-0.10
-5.65%
SES AI Corp