Interact to see
Advertisement
Advertisement
SBPYX vs VSGIX
SBPYX vs VSGIX Comparison
Open Charts SBPYX vs VSGIX
ClearBridge Small Cap Growth I
Price$40.62
Change-$0.06 (-0.15%)
VolumeN/A
Net Assets2.29B
Vanguard Small Cap Growth Index I
Price$80.64
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets36.92B
SBPYX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SBPYX vs. VSGIX commentary
Jul 29, 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 SBPYX is a Hold and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.9B vs. SBPYX (2.29B). VSGIX pays higher dividends than SBPYX: VSGIX (0.55) vs SBPYX (0.00). SBPYX was incepted earlier than VSGIX: SBPYX (21 years) vs VSGIX (25 years). SBPYX (0.91) is less costly to investors than VSGIX (0.06). SBPYX (22.00) and VSGIX (21.00) have comparable annual turnover. SBPYX has a lower initial minimum investment than VSGIX: SBPYX (1000000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 10.11 vs. SBPYX (-0.64). VSGIX return over 5 years is better than : 36.87 vs. SBPYX (-5.71).
| SBPYX | VSGIX | SBPYX / VSGIX | |
| Total Expense Ratio | 0.91 | 0.06 | 1,517% |
| Annual Report Gross Expense Ratio | 0.91 | 0.06 | 1,517% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 5.097 | 2.359 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 36.9B | 6% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -0.64 | 10.11 | -6% |
| Returns for 3 years | 6.36 | 30.87 | 21% |
| Returns for 5 years | -5.71 | 36.87 | -15% |
| Returns for 10 years | 34.68 | 117.93 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers