SBVLX
Price
$11.75
Change
+$0.14 (+1.21%)
Updated
Apr 19, 6:59 PM EST
VSIIX
Price
$43.05
Change
+$0.34 (+0.80%)
Updated
Apr 19, 6:59 PM EST
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Compare trend and price SBVLX vs VSIIX

Header iconSBVLX vs VSIIX Comparison
Open Charts SBVLX vs VSIIXBanner 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$43.05
Change+$0.34 (+0.80%)
VolumeN/A
CapitalizationN/A
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SBVLX vs VSIIX Comparison Chart

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VS
SBVLX vs. VSIIX commentary
Apr 20, 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 VSIIX is a Hold.

FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.5B vs. SBVLX (110M). VSIIX pays higher dividends than SBVLX: VSIIX (2.02) vs SBVLX (0.60). SBVLX was incepted earlier than VSIIX: SBVLX (25 years) vs VSIIX (24 years). SBVLX is a more actively managed with annual turnover of: 30.00 vs. VSIIX (16.00). SBVLX has a lower initial minimum investment than VSIIX: SBVLX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 14.13 vs. SBVLX (11.58). VSIIX return over 5 years is better than : 38.11 vs. SBVLX (-4.14).
SBVLXVSIIXSBVLX / VSIIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence25 years24 years-
Gain YTD-3.530-0.2881,227%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets110M55.5B0%
Annual Yield % from dividends0.602.0229%
Returns for 1 year11.5814.1382%
Returns for 3 years-14.428.84-163%
Returns for 5 years-4.1438.11-11%
Returns for 10 years-44.5489.07-50%
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