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SMBYX vs VIEIX
SMBYX vs VIEIX Comparison
Open Charts SMBYX vs VIEIX
ClearBridge Mid Cap I
Price$41.48
Change-$0.48 (-1.14%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$151.55
Change-$1.78 (-1.16%)
VolumeN/A
CapitalizationN/A
SMBYX vs VIEIX Comparison Chart
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SMBYX vs. VIEIX 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 VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 120B vs. SMBYX (1.83B). VIEIX pays higher dividends than SMBYX: VIEIX (1.21) vs SMBYX (0.08). SMBYX was incepted earlier than VIEIX: SMBYX (26 years) vs VIEIX (27 years). SMBYX is a more actively managed with annual turnover of: 38.00 vs. VIEIX (11.00). SMBYX has a lower initial minimum investment than VIEIX: SMBYX (1000000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 23.66 vs. SMBYX (7.05). VIEIX return over 5 years is better than : 61.02 vs. SMBYX (8.62).
| SMBYX | VIEIX | SMBYX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 6.071 | 21.817 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 120B | 2% |
| Annual Yield % from dividends | 0.08 | 1.21 | 7% |
| Returns for 1 year | 7.05 | 23.66 | 30% |
| Returns for 3 years | -10.60 | 12.82 | -83% |
| Returns for 5 years | 8.62 | 61.02 | 14% |
| Returns for 10 years | 27.62 | 137.12 | 20% |
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