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SMBYX vs VMCIX
SMBYX vs VMCIX Comparison
Open Charts SMBYX vs VMCIX
ClearBridge Mid Cap I
Price$43.46
Change-$0.47 (-1.07%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$74.52
Change-$0.41 (-0.55%)
VolumeN/A
CapitalizationN/A
SMBYX vs VMCIX Comparison Chart
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SMBYX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. SMBYX (1.8B). VMCIX pays higher dividends than SMBYX: VMCIX (1.50) vs SMBYX (0.08). SMBYX was incepted earlier than VMCIX: SMBYX (26 years) vs VMCIX (27 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 : 28.30 vs. SMBYX (19.87). VMCIX return over 5 years is better than : 59.03 vs. SMBYX (10.37).
| SMBYX | VMCIX | SMBYX / VMCIX | |
| 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 | 17.340 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 175B | 1% |
| Annual Yield % from dividends | 0.08 | 1.50 | 6% |
| Returns for 1 year | 19.87 | 28.30 | 70% |
| Returns for 3 years | -20.35 | 5.05 | -403% |
| Returns for 5 years | 10.37 | 59.03 | 18% |
| Returns for 10 years | 30.24 | 128.04 | 24% |
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