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SBPYX vs VSGAX
SBPYX vs VSGAX Comparison
Open Charts SBPYX vs VSGAX
ClearBridge Small Cap Growth I
Price$39.73
Change-$1.41 (-3.43%)
VolumeN/A
Net Assets2.72B
Vanguard Small Cap Growth Index Admiral
Price$98.11
Change-$3.17 (-3.13%)
VolumeN/A
Net Assets39.59B
SBPYX vs VSGAX Comparison Chart
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SBPYX vs. VSGAX commentary
Feb 23, 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 Hold and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.6B vs. SBPYX (2.72B). VSGAX pays higher dividends than SBPYX: VSGAX (0.66) vs SBPYX (0.00). SBPYX was incepted earlier than VSGAX: SBPYX (20 years) vs VSGAX (13 years). VSGAX is a more actively managed with annual turnover of: 19.00 vs. SBPYX (13.00). 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 : 12.95 vs. SBPYX (-1.78). VSGAX return over 5 years is better than : 35.62 vs. SBPYX (0.76).
| SBPYX | VSGAX | SBPYX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 2.794 | -0.325 | -860% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 39.6B | 7% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | -1.78 | 12.95 | -14% |
| Returns for 3 years | -4.24 | 19.38 | -22% |
| Returns for 5 years | 0.76 | 35.62 | 2% |
| Returns for 10 years | 31.56 | 116.34 | 27% |
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