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SBMAX vs VSEMX
SBMAX vs VSEMX Comparison
Open Charts SBMAX vs VSEMX
ClearBridge Mid Cap A
Price$33.52
Change-$0.49 (-1.44%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$207.47
Change-$3.57 (-1.69%)
VolumeN/A
CapitalizationN/A
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SBMAX vs VSEMX Comparison Chart
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SBMAX vs. VSEMX 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 VSEMX is a Buy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 107B vs. SBMAX (1.69B). VSEMX pays higher dividends than SBMAX: VSEMX (1.23) vs SBMAX (0.00). SBMAX was incepted earlier than VSEMX: SBMAX (26 years) vs VSEMX (8 years). SBMAX is a more actively managed with annual turnover of: 38.00 vs. VSEMX (11.00). SBMAX has a lower initial minimum investment than VSEMX: SBMAX (1000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 15.93 vs. SBMAX (5.82). VSEMX return over 5 years is better than : 50.82 vs. SBMAX (-1.11).
| SBMAX | VSEMX | SBMAX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | 1.826 | 5.491 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 107B | 2% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | 5.82 | 15.93 | 37% |
| Returns for 3 years | -25.61 | -9.14 | 280% |
| Returns for 5 years | -1.11 | 50.82 | -2% |
| Returns for 10 years | 10.95 | N/A | - |
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