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SBPYX vs VSGAX
SBPYX vs VSGAX Comparison
Open Charts SBPYX vs VSGAX
ClearBridge Small Cap Growth I
Price$33.10
Change-$0.52 (-1.55%)
VolumeN/A
Net Assets2.1B
Vanguard Small Cap Growth Index Admiral
Price$82.65
Change-$1.20 (-1.43%)
VolumeN/A
Net Assets33.7B
SBPYX vs VSGAX Comparison Chart
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SBPYX vs. VSGAX commentary
Apr 18, 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 StrongBuy and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33.7B vs. SBPYX (2.1B). VSGAX pays higher dividends than SBPYX: VSGAX (0.60) vs SBPYX (0.00). SBPYX was incepted earlier than VSGAX: SBPYX (20 years) vs VSGAX (14 years). SBPYX (0.91) is less costly to investors than VSGAX (0.07). SBPYX is a more actively managed with annual turnover of: 22.00 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than SBPYX: VSGAX (3000) vs SBPYX (1000000). VSGAX annual gain was more profitable for investors over the last year : -1.30 vs. SBPYX (-12.45). VSGAX return over 5 years is better than : 45.26 vs. SBPYX (5.82).
| SBPYX | VSGAX | SBPYX / VSGAX | |
| Total Expense Ratio | 0.91 | 0.07 | 1,300% |
| Annual Report Gross Expense Ratio | 0.91 | 0.07 | 1,300% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | -13.014 | -14.778 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 33.7B | 6% |
| Annual Yield % from dividends | 0.00 | 0.60 | - |
| Returns for 1 year | -12.45 | -1.30 | 959% |
| Returns for 3 years | -19.76 | 0.45 | -4,400% |
| Returns for 5 years | 5.82 | 45.26 | 13% |
| Returns for 10 years | 13.08 | 82.75 | 16% |
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