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SMBYX vs VEXMX
SMBYX vs VEXMX Comparison
Open Charts SMBYX vs VEXMX
ClearBridge Mid Cap I
Price$41.48
Change-$0.48 (-1.14%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$151.65
Change-$1.77 (-1.15%)
VolumeN/A
CapitalizationN/A
SMBYX vs VEXMX Comparison Chart
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SMBYX vs. VEXMX commentary
Dec 18, 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 SMBYX is a Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 120B vs. SMBYX (1.83B). VEXMX pays higher dividends than SMBYX: VEXMX (1.09) vs SMBYX (0.08). SMBYX was incepted earlier than VEXMX: SMBYX (26 years) vs VEXMX (37 years). SMBYX is a more actively managed with annual turnover of: 38.00 vs. VEXMX (11.00). VEXMX has a lower initial minimum investment than SMBYX: VEXMX (3000) vs SMBYX (1000000). VEXMX annual gain was more profitable for investors over the last year : 23.62 vs. SMBYX (7.05). VEXMX return over 5 years is better than : 60.79 vs. SMBYX (8.62).
| SMBYX | VEXMX | SMBYX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 37 years | - |
| Gain YTD | 6.071 | 21.765 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 120B | 2% |
| Annual Yield % from dividends | 0.08 | 1.09 | 8% |
| Returns for 1 year | 7.05 | 23.62 | 30% |
| Returns for 3 years | -10.60 | 12.75 | -83% |
| Returns for 5 years | 8.62 | 60.79 | 14% |
| Returns for 10 years | 27.62 | 136.24 | 20% |