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SBMLX vs VMCPX
SBMLX vs VMCPX Comparison
Open Charts SBMLX vs VMCPX
ClearBridge Mid Cap C
Price$25.62
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$375.92
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
SBMLX vs VMCPX Comparison Chart
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SBMLX vs. VMCPX commentary
Nov 12, 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 StrongSell and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. SBMLX (1.84B). VMCPX pays higher dividends than SBMLX: VMCPX (1.51) vs SBMLX (0.00). SBMLX was incepted earlier than VMCPX: SBMLX (26 years) vs VMCPX (14 years). SBMLX is a more actively managed with annual turnover of: 38.00 vs. VMCPX (13.00). SBMLX has a lower initial minimum investment than VMCPX: SBMLX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 35.09 vs. SBMLX (24.67). VMCPX return over 5 years is better than : 64.24 vs. SBMLX (-7.27).
| SBMLX | VMCPX | SBMLX / 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 | 13.263 | 20.032 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 175B | 1% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | 24.67 | 35.09 | 70% |
| Returns for 3 years | -27.73 | 8.30 | -334% |
| Returns for 5 years | -7.27 | 64.24 | -11% |
| Returns for 10 years | -2.70 | 134.88 | -2% |