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SMCPX vs VMCPX
SMCPX vs VMCPX Comparison
Open Charts SMCPX vs VMCPX
ClearBridge Mid Cap 1
Price$37.17
Change+$0.30 (+0.81%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$363.02
Change+$3.13 (+0.87%)
VolumeN/A
CapitalizationN/A
SMCPX vs VMCPX Comparison Chart
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SMCPX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 190B vs. SMCPX (1.77B). VMCPX pays higher dividends than SMCPX: VMCPX (1.51) vs SMCPX (0.12). SMCPX was incepted earlier than VMCPX: SMCPX (24 years) vs VMCPX (14 years). SMCPX is a more actively managed with annual turnover of: 38.00 vs. VMCPX (13.00). SMCPX has a lower initial minimum investment than VMCPX: SMCPX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 15.93 vs. SMCPX (3.09). VMCPX return over 5 years is better than : 52.19 vs. SMCPX (2.98).
| SMCPX | VMCPX | SMCPX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 3.057 | 15.387 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 190B | 1% |
| Annual Yield % from dividends | 0.12 | 1.51 | 8% |
| Returns for 1 year | 3.09 | 15.93 | 19% |
| Returns for 3 years | -16.11 | 6.99 | -231% |
| Returns for 5 years | 2.98 | 52.19 | 6% |
| Returns for 10 years | 18.93 | 118.62 | 16% |