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SMBYX vs VIMAX
SMBYX vs VIMAX Comparison
Open Charts SMBYX vs VIMAX
ClearBridge Mid Cap I
Price$41.98
Change-$0.18 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Admiral
Price$323.81
Change-$0.59 (-0.18%)
VolumeN/A
CapitalizationN/A
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SMBYX vs VIMAX Comparison Chart
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SMBYX vs. VIMAX commentary
Sep 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 SMBYX is a Buy and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 172B vs. SMBYX (1.79B). VIMAX pays higher dividends than SMBYX: VIMAX (1.49) vs SMBYX (0.08). SMBYX was incepted earlier than VIMAX: SMBYX (26 years) vs VIMAX (23 years). SMBYX is a more actively managed with annual turnover of: 38.00 vs. VIMAX (13.00). VIMAX has a lower initial minimum investment than SMBYX: VIMAX (3000) vs SMBYX (1000000). VIMAX annual gain was more profitable for investors over the last year : 20.59 vs. SMBYX (11.01). VIMAX return over 5 years is better than : 55.16 vs. SMBYX (7.90).
| SMBYX | VIMAX | SMBYX / VIMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 5.842 | 11.339 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 172B | 1% |
| Annual Yield % from dividends | 0.08 | 1.49 | 6% |
| Returns for 1 year | 11.01 | 20.59 | 53% |
| Returns for 3 years | -17.66 | 6.80 | -260% |
| Returns for 5 years | 7.90 | 55.16 | 14% |
| Returns for 10 years | 27.77 | 122.11 | 23% |