SBVLX
Price
$11.75
Change
+$0.14 (+1.21%)
Updated
Apr 19, 6:59 PM EST
VISVX
Price
$42.99
Change
+$0.34 (+0.80%)
Updated
Apr 19, 6:59 PM EST
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Compare predictions SBVLX vs VISVX

Header iconSBVLX vs VISVX Comparison
Open Charts SBVLX vs VISVXBanner chart's image
ClearBridge Small Cap Value C
Price$11.75
Change+$0.14 (+1.21%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$42.99
Change+$0.34 (+0.80%)
VolumeN/A
CapitalizationN/A
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SBVLX vs VISVX Comparison Chart

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VS
SBVLX vs. VISVX commentary
Apr 21, 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 SBVLX is a StrongSell and VISVX is a Hold.

FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.5B vs. SBVLX (110M). VISVX pays higher dividends than SBVLX: VISVX (1.90) vs SBVLX (0.60). SBVLX was incepted earlier than VISVX: SBVLX (25 years) vs VISVX (26 years). SBVLX is a more actively managed with annual turnover of: 30.00 vs. VISVX (16.00). SBVLX has a lower initial minimum investment than VISVX: SBVLX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 14.12 vs. SBVLX (11.58). VISVX return over 5 years is better than : 37.97 vs. SBVLX (-4.14).
SBVLXVISVXSBVLX / VISVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence25 years26 years-
Gain YTD-3.530-0.2971,189%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets110M55.5B0%
Annual Yield % from dividends0.601.9031%
Returns for 1 year11.5814.1282%
Returns for 3 years-14.428.81-164%
Returns for 5 years-4.1437.97-11%
Returns for 10 years-44.5488.45-50%
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