Ad is loading...
SMCPX vs VIMSX
SMCPX vs VIMSX Comparison
Open Charts SMCPX vs VIMSX
ClearBridge Mid Cap 1
Price$38.43
Change-$0.16 (-0.41%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$71.38
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SMCPX vs VIMSX Comparison Chart
Loading...
SMCPX vs. VIMSX 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 SMCPX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 172B vs. SMCPX (1.79B). VIMSX pays higher dividends than SMCPX: VIMSX (1.38) vs SMCPX (0.12). SMCPX was incepted earlier than VIMSX: SMCPX (24 years) vs VIMSX (26 years). SMCPX is a more actively managed with annual turnover of: 38.00 vs. VIMSX (13.00). SMCPX has a lower initial minimum investment than VIMSX: SMCPX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 20.56 vs. SMCPX (10.88). VIMSX return over 5 years is better than : 55.02 vs. SMCPX (5.51).
| SMCPX | VIMSX | SMCPX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 5.853 | 11.311 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 172B | 1% |
| Annual Yield % from dividends | 0.12 | 1.38 | 9% |
| Returns for 1 year | 10.88 | 20.56 | 53% |
| Returns for 3 years | -18.73 | 6.77 | -277% |
| Returns for 5 years | 5.51 | 55.02 | 10% |
| Returns for 10 years | 23.48 | 121.76 | 19% |
View a ticker or compare two or three
VS
VS
Ad is loading...