SBVLX
Price
$12.55
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
VSIAX
Price
$81.73
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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Analysis and predictions SBVLX vs VSIAX

Header iconSBVLX vs VSIAX Comparison
Open Charts SBVLX vs VSIAXBanner chart's image
ClearBridge Small Cap Value C
Price$12.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$81.73
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SBVLX vs VSIAX Comparison Chart

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VS
SBVLX vs. VSIAX commentary
Apr 14, 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 Hold and VSIAX is a Hold.

FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 52.9B vs. SBVLX (117M). VSIAX pays higher dividends than SBVLX: VSIAX (2.01) vs SBVLX (0.60). SBVLX was incepted earlier than VSIAX: SBVLX (25 years) vs VSIAX (13 years). SBVLX (2.10) is less costly to investors than VSIAX (0.07). SBVLX is a more actively managed with annual turnover of: 30.00 vs. VSIAX (16.00). SBVLX has a lower initial minimum investment than VSIAX: SBVLX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 20.40 vs. SBVLX (18.51). VSIAX return over 5 years is better than : 48.44 vs. SBVLX (4.50).
SBVLXVSIAXSBVLX / VSIAX
Total Expense Ratio2.100.073,000%
Annual Report Gross Expense Ratio2.100.073,000%
Fund Existence25 years13 years-
Gain YTD3.0385.81252%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRA250N/A-
Net Assets117M52.9B0%
Annual Yield % from dividends0.602.0130%
Returns for 1 year18.5120.4091%
Returns for 3 years-10.0214.72-68%
Returns for 5 years4.5048.449%
Returns for 10 years-41.10101.17-41%
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