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SMBYX vs VMCIX
SMBYX vs VMCIX Comparison
Open Charts SMBYX vs VMCIX
ClearBridge Mid Cap I
Price$41.98
Change-$0.18 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$71.53
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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SMBYX vs VMCIX Comparison Chart
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SMBYX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 172B vs. SMBYX (1.79B). VMCIX pays higher dividends than SMBYX: VMCIX (1.50) vs SMBYX (0.08). SMBYX was incepted earlier than VMCIX: SMBYX (26 years) vs VMCIX (26 years). SMBYX is a more actively managed with annual turnover of: 38.00 vs. VMCIX (13.00). SMBYX has a lower initial minimum investment than VMCIX: SMBYX (1000000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 20.58 vs. SMBYX (11.01). VMCIX return over 5 years is better than : 55.18 vs. SMBYX (7.90).
| SMBYX | VMCIX | SMBYX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | 5.842 | 11.336 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 172B | 1% |
| Annual Yield % from dividends | 0.08 | 1.50 | 6% |
| Returns for 1 year | 11.01 | 20.58 | 53% |
| Returns for 3 years | -17.66 | 6.80 | -260% |
| Returns for 5 years | 7.90 | 55.18 | 14% |
| Returns for 10 years | 27.77 | 122.16 | 23% |
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