SBMAX
Price
$35.21
Change
+$0.25 (+0.72%)
Updated
Jul 3 closing price
Net Assets
1.69B
VIMSX
Price
$77.52
Change
+$0.46 (+0.60%)
Updated
Jul 3 closing price
Net Assets
185.28B
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SBMAX vs VIMSX

Header iconSBMAX vs VIMSX Comparison
Open Charts SBMAX vs VIMSXBanner chart's image
ClearBridge Mid Cap A
Price$35.21
Change+$0.25 (+0.72%)
VolumeN/A
Net Assets1.69B
Vanguard Mid Cap Index Investor
Price$77.52
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
SBMAX vs VIMSX Comparison Chart in %
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SBMAX vs. VIMSX commentary
Jul 07, 2025

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 SBMAX is a Buy and VIMSX is a Buy.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. SBMAX (1.69B). VIMSX pays higher dividends than SBMAX: VIMSX (1.40) vs SBMAX (0.04). SBMAX was incepted earlier than VIMSX: SBMAX (27 years) vs VIMSX (27 years). SBMAX (1.16) is less costly to investors than VIMSX (0.17). SBMAX is a more actively managed with annual turnover of: 36.00 vs. VIMSX (16.00). SBMAX has a lower initial minimum investment than VIMSX: SBMAX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 17.63 vs. SBMAX (6.32). VIMSX return over 5 years is better than : 73.64 vs. SBMAX (15.75).
SBMAXVIMSXSBMAX / VIMSX
Total Expense Ratio1.160.17682%
Annual Report Gross Expense Ratio1.160.17682%
Fund Existence27 years27 years-
Gain YTD3.9877.62552%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets1.69B185B1%
Annual Yield % from dividends0.041.403%
Returns for 1 year6.3217.6336%
Returns for 3 years11.6143.0627%
Returns for 5 years15.7573.6421%
Returns for 10 years11.09127.449%
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