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SMCPX vs VEXMX
SMCPX vs VEXMX Comparison
Open Charts SMCPX vs VEXMX
ClearBridge Mid Cap 1
Price$37.17
Change+$0.30 (+0.81%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$147.13
Change+$1.41 (+0.97%)
VolumeN/A
CapitalizationN/A
SMCPX vs VEXMX Comparison Chart
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SMCPX vs. VEXMX commentary
Dec 25, 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 SMCPX is a Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 120B vs. SMCPX (1.77B). VEXMX pays higher dividends than SMCPX: VEXMX (1.09) vs SMCPX (0.12). SMCPX was incepted earlier than VEXMX: SMCPX (24 years) vs VEXMX (37 years). SMCPX is a more actively managed with annual turnover of: 38.00 vs. VEXMX (11.00). SMCPX has a lower initial minimum investment than VEXMX: SMCPX (0) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 17.25 vs. SMCPX (3.09). VEXMX return over 5 years is better than : 54.41 vs. SMCPX (2.98).
| SMCPX | VEXMX | SMCPX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | 3.057 | 17.317 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 120B | 1% |
| Annual Yield % from dividends | 0.12 | 1.09 | 11% |
| Returns for 1 year | 3.09 | 17.25 | 18% |
| Returns for 3 years | -16.11 | 5.79 | -278% |
| Returns for 5 years | 2.98 | 54.41 | 5% |
| Returns for 10 years | 18.93 | 124.60 | 15% |
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