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SBPYX vs VSGIX
SBPYX vs VSGIX Comparison
Open Charts SBPYX vs VSGIX
ClearBridge Small Cap Growth I
Price$36.53
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets2.2B
Vanguard Small Cap Growth Index I
Price$72.37
Change-$0.15 (-0.21%)
VolumeN/A
Net Assets32.98B
SBPYX vs VSGIX Comparison Chart
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SBPYX vs. VSGIX commentary
May 11, 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33B vs. SBPYX (2.2B). VSGIX pays higher dividends than SBPYX: VSGIX (0.61) vs SBPYX (0.00). SBPYX was incepted earlier than VSGIX: SBPYX (21 years) vs VSGIX (25 years). SBPYX (0.91) is less costly to investors than VSGIX (0.06). SBPYX (22.00) and VSGIX (21.00) have comparable annual turnover. SBPYX has a lower initial minimum investment than VSGIX: SBPYX (1000000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 2.32 vs. SBPYX (-4.93). VSGIX return over 5 years is better than : 42.03 vs. SBPYX (2.76).
| SBPYX | VSGIX | SBPYX / VSGIX | |
| Total Expense Ratio | 0.91 | 0.06 | 1,517% |
| Annual Report Gross Expense Ratio | 0.91 | 0.06 | 1,517% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | -5.640 | -7.967 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 33B | 7% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -4.93 | 2.32 | -213% |
| Returns for 3 years | 3.96 | 28.37 | 14% |
| Returns for 5 years | 2.76 | 42.03 | 7% |
| Returns for 10 years | 24.39 | 98.98 | 25% |
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