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SBPYX vs VEXPX
SBPYX vs VEXPX Comparison
Open Charts SBPYX vs VEXPX
ClearBridge Small Cap Growth I
Price$36.53
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets2.2B
SBPYX vs VEXPX Comparison Chart
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SBPYX vs. VEXPX commentary
May 11, 2025
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 SBPYX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. SBPYX (2.2B). VEXPX pays higher dividends than SBPYX: VEXPX (0.44) vs SBPYX (0.00). SBPYX was incepted earlier than VEXPX: SBPYX (21 years) vs VEXPX (57 years). SBPYX (0.91) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. SBPYX (22.00). VEXPX has a lower initial minimum investment than SBPYX: VEXPX (3000) vs SBPYX (1000000). SBPYX annual gain was more profitable for investors over the last year : -4.93 vs. VEXPX (-8.31). VEXPX return over 5 years is better than : 14.51 vs. SBPYX (2.76).
| SBPYX | VEXPX | SBPYX / VEXPX | |
| Total Expense Ratio | 0.91 | 0.44 | 207% |
| Annual Report Gross Expense Ratio | 0.91 | 0.44 | 207% |
| Fund Existence | 21 years | 57 years | - |
| Gain YTD | -5.640 | -7.690 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 18.9B | 12% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -4.93 | -8.31 | 59% |
| Returns for 3 years | 3.96 | 9.21 | 43% |
| Returns for 5 years | 2.76 | 14.51 | 19% |
| Returns for 10 years | 24.39 | 8.88 | 275% |
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