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SMCPX vs VMCIX
SMCPX vs VMCIX Comparison
Open Charts SMCPX vs VMCIX
ClearBridge Mid Cap 1
Price$38.43
Change-$0.16 (-0.41%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$71.53
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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SMCPX vs VMCIX Comparison Chart
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SMCPX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 172B vs. SMCPX (1.79B). VMCIX pays higher dividends than SMCPX: VMCIX (1.50) vs SMCPX (0.12). SMCPX was incepted earlier than VMCIX: SMCPX (24 years) vs VMCIX (26 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 : 20.58 vs. SMCPX (10.88). VMCIX return over 5 years is better than : 55.18 vs. SMCPX (5.51).
| SMCPX | VMCIX | SMCPX / VMCIX | |
| 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 | 11.336 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 172B | 1% |
| Annual Yield % from dividends | 0.12 | 1.50 | 8% |
| Returns for 1 year | 10.88 | 20.58 | 53% |
| Returns for 3 years | -18.73 | 6.80 | -275% |
| Returns for 5 years | 5.51 | 55.18 | 10% |
| Returns for 10 years | 23.48 | 122.16 | 19% |
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