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SBPYX vs VSGAX
SBPYX vs VSGAX Comparison
Open Charts SBPYX vs VSGAX
ClearBridge Small Cap Growth I
Price$40.91
Change+$0.16 (+0.39%)
VolumeN/A
Net Assets2.96B
Vanguard Small Cap Growth Index Admiral
Price$101.96
Change+$0.36 (+0.35%)
VolumeN/A
Net Assets38.1B
SBPYX vs VSGAX Comparison Chart
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SBPYX vs. VSGAX commentary
Jan 19, 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. SBPYX (2.96B). 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 : 25.00 vs. SBPYX (6.56). VSGAX return over 5 years is better than : 41.96 vs. SBPYX (3.48).
| 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 | 5.433 | 3.586 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.96B | 38.1B | 8% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 6.56 | 25.00 | 26% |
| Returns for 3 years | -9.42 | 16.69 | -56% |
| Returns for 5 years | 3.48 | 41.96 | 8% |
| Returns for 10 years | 44.45 | 139.82 | 32% |