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SMBYX vs VSEMX
SMBYX vs VSEMX Comparison
Open Charts SMBYX vs VSEMX
ClearBridge Mid Cap I
Price$41.48
Change-$0.48 (-1.14%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$243.60
Change-$2.85 (-1.16%)
VolumeN/A
CapitalizationN/A
SMBYX vs VSEMX Comparison Chart
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SMBYX vs. VSEMX commentary
Dec 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 Hold and VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 120B vs. SMBYX (1.83B). VSEMX pays higher dividends than SMBYX: VSEMX (1.23) vs SMBYX (0.08). SMBYX was incepted earlier than VSEMX: SMBYX (26 years) vs VSEMX (8 years). SMBYX is a more actively managed with annual turnover of: 38.00 vs. VSEMX (11.00). SMBYX has a lower initial minimum investment than VSEMX: SMBYX (1000000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 23.68 vs. SMBYX (7.05). VSEMX return over 5 years is better than : 61.10 vs. SMBYX (8.62).
| SMBYX | VSEMX | SMBYX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | 6.071 | 21.845 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 120B | 2% |
| Annual Yield % from dividends | 0.08 | 1.23 | 7% |
| Returns for 1 year | 7.05 | 23.68 | 30% |
| Returns for 3 years | -10.60 | 12.86 | -82% |
| Returns for 5 years | 8.62 | 61.10 | 14% |
| Returns for 10 years | 27.62 | N/A | - |
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