Ad is loading...
Ad is loading...
SMBYX vs VMCPX
SMBYX vs VMCPX Comparison
Open Charts SMBYX vs VMCPX
ClearBridge Mid Cap I
Price$43.46
Change-$0.47 (-1.07%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$367.52
Change-$2.04 (-0.55%)
VolumeN/A
CapitalizationN/A
SMBYX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMBYX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. SMBYX (1.8B). 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 : 28.30 vs. SMBYX (19.87). VMCPX return over 5 years is better than : 59.06 vs. SMBYX (10.37).
| 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 | 10.867 | 17.350 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 175B | 1% |
| Annual Yield % from dividends | 0.08 | 1.51 | 5% |
| Returns for 1 year | 19.87 | 28.30 | 70% |
| Returns for 3 years | -20.35 | 5.05 | -403% |
| Returns for 5 years | 10.37 | 59.06 | 18% |
| Returns for 10 years | 30.24 | 128.12 | 24% |
View a ticker or compare two or three
VS
VS
Ad is loading...