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SMCPX vs VIEIX
SMCPX vs VIEIX Comparison
Open Charts SMCPX vs VIEIX
ClearBridge Mid Cap 1
Price$37.17
Change+$0.30 (+0.81%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$146.99
Change+$1.41 (+0.97%)
VolumeN/A
CapitalizationN/A
SMCPX vs VIEIX Comparison Chart
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SMCPX vs. VIEIX 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 VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 120B vs. SMCPX (1.77B). VIEIX pays higher dividends than SMCPX: VIEIX (1.21) vs SMCPX (0.12). SMCPX was incepted earlier than VIEIX: SMCPX (24 years) vs VIEIX (27 years). SMCPX is a more actively managed with annual turnover of: 38.00 vs. VIEIX (11.00). SMCPX has a lower initial minimum investment than VIEIX: SMCPX (0) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 17.31 vs. SMCPX (3.09). VIEIX return over 5 years is better than : 54.67 vs. SMCPX (2.98).
| SMCPX | VIEIX | SMCPX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 3.057 | 17.371 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 120B | 1% |
| Annual Yield % from dividends | 0.12 | 1.21 | 10% |
| Returns for 1 year | 3.09 | 17.31 | 18% |
| Returns for 3 years | -16.11 | 5.89 | -274% |
| Returns for 5 years | 2.98 | 54.67 | 5% |
| Returns for 10 years | 18.93 | 125.44 | 15% |
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