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SMBYX vs VIMSX
SMBYX vs VIMSX Comparison
Open Charts SMBYX vs VIMSX
ClearBridge Mid Cap I
Price$43.46
Change-$0.47 (-1.07%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$74.37
Change-$0.41 (-0.55%)
VolumeN/A
CapitalizationN/A
SMBYX vs VIMSX Comparison Chart
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SMBYX vs. VIMSX commentary
Nov 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 StrongSell and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. SMBYX (1.8B). VIMSX pays higher dividends than SMBYX: VIMSX (1.38) vs SMBYX (0.08). SMBYX was incepted earlier than VIMSX: SMBYX (26 years) vs VIMSX (27 years). SMBYX is a more actively managed with annual turnover of: 38.00 vs. VIMSX (13.00). VIMSX has a lower initial minimum investment than SMBYX: VIMSX (3000) vs SMBYX (1000000). VIMSX annual gain was more profitable for investors over the last year : 28.28 vs. SMBYX (19.87). VIMSX return over 5 years is better than : 58.93 vs. SMBYX (10.37).
| SMBYX | VIMSX | SMBYX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 10.867 | 17.322 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 175B | 1% |
| Annual Yield % from dividends | 0.08 | 1.38 | 6% |
| Returns for 1 year | 19.87 | 28.28 | 70% |
| Returns for 3 years | -20.35 | 5.01 | -407% |
| Returns for 5 years | 10.37 | 58.93 | 18% |
| Returns for 10 years | 30.24 | 127.69 | 24% |
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