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SBMLX vs VSEMX
SBMLX vs VSEMX Comparison
Open Charts SBMLX vs VSEMX
ClearBridge Mid Cap C
Price$24.04
Change-$0.11 (-0.46%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$221.46
Change-$1.60 (-0.72%)
VolumeN/A
CapitalizationN/A
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SBMLX vs VSEMX Comparison Chart
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SBMLX vs. VSEMX 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 VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 107B vs. SBMLX (1.79B). VSEMX pays higher dividends than SBMLX: VSEMX (1.23) vs SBMLX (0.00). SBMLX was incepted earlier than VSEMX: SBMLX (26 years) vs VSEMX (8 years). SBMLX is a more actively managed with annual turnover of: 38.00 vs. VSEMX (11.00). SBMLX has a lower initial minimum investment than VSEMX: SBMLX (1000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 27.60 vs. SBMLX (12.28). VSEMX return over 5 years is better than : 55.80 vs. SBMLX (-11.91).
| SBMLX | VSEMX | SBMLX / 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 | 6.278 | 10.700 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 107B | 2% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | 12.28 | 27.60 | 45% |
| Returns for 3 years | -25.85 | -0.63 | 4,112% |
| Returns for 5 years | -11.91 | 55.80 | -21% |
| Returns for 10 years | -4.83 | N/A | - |