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SBMLX vs VIMSX
SBMLX vs VIMSX Comparison
Open Charts SBMLX vs VIMSX
ClearBridge Mid Cap C
Price$24.04
Change-$0.11 (-0.46%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$71.38
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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SBMLX vs VIMSX Comparison Chart
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SBMLX vs. VIMSX commentary
Sep 21, 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 Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 172B vs. SBMLX (1.79B). VIMSX pays higher dividends than SBMLX: VIMSX (1.38) vs SBMLX (0.00). SBMLX was incepted earlier than VIMSX: SBMLX (26 years) vs VIMSX (26 years). SBMLX is a more actively managed with annual turnover of: 38.00 vs. VIMSX (13.00). SBMLX has a lower initial minimum investment than VIMSX: SBMLX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 25.11 vs. SBMLX (12.28). VIMSX return over 5 years is better than : 56.75 vs. SBMLX (-11.91).
| SBMLX | VIMSX | SBMLX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | 6.278 | 12.557 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 172B | 1% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | 12.28 | 25.11 | 49% |
| Returns for 3 years | -25.85 | 9.82 | -263% |
| Returns for 5 years | -11.91 | 56.75 | -21% |
| Returns for 10 years | -4.83 | 128.21 | -4% |