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SBPYX vs VSGAX
SBPYX vs VSGAX Comparison
Open Charts SBPYX vs VSGAX
ClearBridge Small Cap Growth I
Price$40.79
Change-$0.41 (-1.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$103.50
Change-$1.06 (-1.01%)
VolumeN/A
CapitalizationN/A
SBPYX vs VSGAX Comparison Chart
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SBPYX vs. VSGAX commentary
Dec 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 Hold and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. SBPYX (3.16B). 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 : 24.05 vs. SBPYX (4.89). VSGAX return over 5 years is better than : 49.70 vs. SBPYX (8.92).
| 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 | 2.875 | 22.062 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 40.7B | 8% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 4.89 | 24.05 | 20% |
| Returns for 3 years | -17.26 | 8.33 | -207% |
| Returns for 5 years | 8.92 | 49.70 | 18% |
| Returns for 10 years | 38.13 | 140.15 | 27% |
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