SBMAX
Price
$35.21
Change
+$0.25 (+0.72%)
Updated
Jul 3 closing price
Net Assets
1.69B
VMCPX
Price
$383.04
Change
+$2.26 (+0.59%)
Updated
Jul 3 closing price
Net Assets
185.28B
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SBMAX vs VMCPX

Header iconSBMAX vs VMCPX Comparison
Open Charts SBMAX vs VMCPXBanner chart's image
ClearBridge Mid Cap A
Price$35.21
Change+$0.25 (+0.72%)
VolumeN/A
Net Assets1.69B
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
SBMAX vs VMCPX Comparison Chart in %
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SBMAX vs. VMCPX 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 VMCPX is a Buy.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. SBMAX (1.69B). VMCPX pays higher dividends than SBMAX: VMCPX (1.54) vs SBMAX (0.04). SBMAX was incepted earlier than VMCPX: SBMAX (27 years) vs VMCPX (15 years). SBMAX (1.16) is less costly to investors than VMCPX (0.03). SBMAX is a more actively managed with annual turnover of: 36.00 vs. VMCPX (16.00). SBMAX has a lower initial minimum investment than VMCPX: SBMAX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 17.65 vs. SBMAX (6.32). VMCPX return over 5 years is better than : 73.80 vs. SBMAX (15.75).
SBMAXVMCPXSBMAX / VMCPX
Total Expense Ratio1.160.033,867%
Annual Report Gross Expense Ratio1.160.033,867%
Fund Existence27 years15 years-
Gain YTD3.9877.63152%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.69B185B1%
Annual Yield % from dividends0.041.543%
Returns for 1 year6.3217.6536%
Returns for 3 years11.6143.1427%
Returns for 5 years15.7573.8021%
Returns for 10 years11.09127.629%
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