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SBPYX vs VSGAX
SBPYX vs VSGAX Comparison
Open Charts SBPYX vs VSGAX
ClearBridge Small Cap Growth I
Price$42.05
Change-$0.74 (-1.73%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$98.58
Change-$1.57 (-1.57%)
VolumeN/A
CapitalizationN/A
SBPYX vs VSGAX Comparison Chart
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SBPYX vs. VSGAX commentary
Nov 18, 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 SBPYX is a StrongSell and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.8B vs. SBPYX (3.31B). 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 : 32.36 vs. SBPYX (18.95). VSGAX return over 5 years is better than : 47.65 vs. SBPYX (7.02).
| 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 | 6.053 | 16.259 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 35.8B | 9% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 18.95 | 32.36 | 59% |
| Returns for 3 years | -30.23 | -6.65 | 454% |
| Returns for 5 years | 7.02 | 47.65 | 15% |
| Returns for 10 years | 41.92 | 131.60 | 32% |
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