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SMBYX vs VMCPX
SMBYX vs VMCPX Comparison
Open Charts SMBYX vs VMCPX
ClearBridge Mid Cap I
Price$41.98
Change-$0.18 (-0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
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SMBYX vs VMCPX Comparison Chart
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SMBYX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. SMBYX (1.79B). VMCPX pays higher dividends than SMBYX: VMCPX (1.51) vs SMBYX (0.08). SMBYX was incepted earlier than VMCPX: SMBYX (26 years) vs VMCPX (14 years). SMBYX is a more actively managed with annual turnover of: 38.00 vs. VMCPX (13.00). SMBYX has a lower initial minimum investment than VMCPX: SMBYX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 20.59 vs. SMBYX (11.01). VMCPX return over 5 years is better than : 55.19 vs. SMBYX (7.90).
| SMBYX | VMCPX | SMBYX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 5.842 | 11.345 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 172B | 1% |
| Annual Yield % from dividends | 0.08 | 1.51 | 5% |
| Returns for 1 year | 11.01 | 20.59 | 53% |
| Returns for 3 years | -17.66 | 6.81 | -259% |
| Returns for 5 years | 7.90 | 55.19 | 14% |
| Returns for 10 years | 27.77 | 122.22 | 23% |
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