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SBPYX vs VSGIX
SBPYX vs VSGIX Comparison
Open Charts SBPYX vs VSGIX
ClearBridge Small Cap Growth I
Price$40.91
Change+$0.16 (+0.39%)
VolumeN/A
Net Assets2.96B
Vanguard Small Cap Growth Index I
Price$81.65
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets38.1B
SBPYX vs VSGIX Comparison Chart
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SBPYX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.1B vs. SBPYX (2.96B). VSGIX pays higher dividends than SBPYX: VSGIX (0.67) vs SBPYX (0.00). SBPYX was incepted earlier than VSGIX: SBPYX (20 years) vs VSGIX (25 years). VSGIX is a more actively managed with annual turnover of: 19.00 vs. SBPYX (13.00). 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 : 25.00 vs. SBPYX (6.56). VSGIX return over 5 years is better than : 41.97 vs. SBPYX (3.48).
| SBPYX | VSGIX | SBPYX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 5.433 | 3.577 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.96B | 38.1B | 8% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 6.56 | 25.00 | 26% |
| Returns for 3 years | -9.42 | 16.70 | -56% |
| Returns for 5 years | 3.48 | 41.97 | 8% |
| Returns for 10 years | 44.45 | 139.86 | 32% |