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SBMLX vs VMCPX
SBMLX vs VMCPX Comparison
Open Charts SBMLX vs VMCPX
ClearBridge Mid Cap C
Price$24.04
Change-$0.11 (-0.46%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
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SBMLX vs VMCPX Comparison Chart
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SBMLX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. SBMLX (1.79B). 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 : 25.17 vs. SBMLX (12.28). VMCPX return over 5 years is better than : 56.93 vs. SBMLX (-11.91).
| 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 | 6.278 | 12.593 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 172B | 1% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | 12.28 | 25.17 | 49% |
| Returns for 3 years | -25.85 | 9.85 | -262% |
| Returns for 5 years | -11.91 | 56.93 | -21% |
| Returns for 10 years | -4.83 | 128.75 | -4% |