SBMAX
Price
$35.82
Change
+$0.13 (+0.36%)
Updated
Jul 25 closing price
Net Assets
1.71B
VMCPX
Price
$390.87
Change
+$2.97 (+0.77%)
Updated
Jul 25 closing price
Net Assets
192.45B
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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$35.82
Change+$0.13 (+0.36%)
VolumeN/A
Net Assets1.71B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.87
Change+$2.97 (+0.77%)
VolumeN/A
Net Assets192.45B
SBMAX vs VMCPX Comparison Chart in %
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SBMAX vs. VMCPX commentary
Jul 28, 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 StrongBuy and VMCPX is a Buy.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. SBMAX (1.71B). 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 : 17.91 vs. SBMAX (5.99). VMCPX return over 5 years is better than : 70.93 vs. SBMAX (13.08).
SBMAXVMCPXSBMAX / VMCPX
Total Expense Ratio1.160.033,867%
Annual Report Gross Expense Ratio1.160.033,867%
Fund Existence27 years15 years-
Gain YTD5.7899.83159%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.71B192B1%
Annual Yield % from dividends0.041.543%
Returns for 1 year5.9917.9133%
Returns for 3 years9.9242.1324%
Returns for 5 years13.0870.9318%
Returns for 10 years13.80132.7010%
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