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SMCPX vs VMCIX
SMCPX vs VMCIX Comparison
Open Charts SMCPX vs VMCIX
ClearBridge Mid Cap 1
Price$40.72
Change-$0.28 (-0.68%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$75.73
Change-$0.49 (-0.64%)
VolumeN/A
CapitalizationN/A
SMCPX vs VMCIX Comparison Chart
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SMCPX vs. VMCIX commentary
Nov 13, 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 StrongSell and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. SMCPX (1.85B). VMCIX pays higher dividends than SMCPX: VMCIX (1.50) vs SMCPX (0.12). SMCPX was incepted earlier than VMCIX: SMCPX (24 years) vs VMCIX (27 years). SMCPX is a more actively managed with annual turnover of: 38.00 vs. VMCIX (13.00). SMCPX has a lower initial minimum investment than VMCIX: SMCPX (0) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 35.08 vs. SMCPX (27.26). VMCIX return over 5 years is better than : 64.22 vs. SMCPX (12.36).
| SMCPX | VMCIX | SMCPX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 14.270 | 20.017 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 175B | 1% |
| Annual Yield % from dividends | 0.12 | 1.50 | 8% |
| Returns for 1 year | 27.26 | 35.08 | 78% |
| Returns for 3 years | -18.55 | 8.28 | -224% |
| Returns for 5 years | 12.36 | 64.22 | 19% |
| Returns for 10 years | 30.06 | 134.77 | 22% |
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