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SBMLX vs VEXMX
SBMLX vs VEXMX Comparison
Open Charts SBMLX vs VEXMX
ClearBridge Mid Cap C
Price$21.68
Change-$0.84 (-3.73%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$144.97
Change-$6.68 (-4.40%)
VolumeN/A
CapitalizationN/A
SBMLX vs VEXMX Comparison Chart
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SBMLX vs. VEXMX commentary
Dec 19, 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 SBMLX is a Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 120B vs. SBMLX (1.81B). VEXMX pays higher dividends than SBMLX: VEXMX (1.09) vs SBMLX (0.00). SBMLX was incepted earlier than VEXMX: SBMLX (26 years) vs VEXMX (37 years). SBMLX is a more actively managed with annual turnover of: 38.00 vs. VEXMX (11.00). SBMLX has a lower initial minimum investment than VEXMX: SBMLX (1000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 23.62 vs. SBMLX (0.45). VEXMX return over 5 years is better than : 60.79 vs. SBMLX (-14.50).
| SBMLX | VEXMX | SBMLX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 37 years | - |
| Gain YTD | -0.442 | 21.765 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 120B | 2% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 0.45 | 23.62 | 2% |
| Returns for 3 years | -20.93 | 12.75 | -164% |
| Returns for 5 years | -14.50 | 60.79 | -24% |
| Returns for 10 years | -11.62 | 136.24 | -9% |