SMBYX
Price
$41.94
Change
+$0.31 (+0.74%)
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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SMBYX vs VIMSX

Header iconSMBYX vs VIMSX Comparison
Open Charts SMBYX vs VIMSXBanner chart's image
ClearBridge Mid Cap I
Price$41.94
Change+$0.31 (+0.74%)
VolumeN/A
Net Assets1.69B
Vanguard Mid Cap Index Investor
Price$77.52
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
SMBYX vs VIMSX Comparison Chart in %
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SMBYX 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 SMBYX is a Buy and VIMSX is a Buy.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. SMBYX (1.69B). VIMSX pays higher dividends than SMBYX: VIMSX (1.40) vs SMBYX (0.25). SMBYX was incepted earlier than VIMSX: SMBYX (27 years) vs VIMSX (27 years). SMBYX (0.88) is less costly to investors than VIMSX (0.17). SMBYX is a more actively managed with annual turnover of: 36.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than SMBYX: VIMSX (3000) vs SMBYX (1000000). VIMSX annual gain was more profitable for investors over the last year : 17.63 vs. SMBYX (7.96). VIMSX return over 5 years is better than : 73.64 vs. SMBYX (23.10).
SMBYXVIMSXSMBYX / VIMSX
Total Expense Ratio0.850.17500%
Annual Report Gross Expense Ratio0.880.17518%
Fund Existence27 years27 years-
Gain YTD4.1737.62555%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets1.69B185B1%
Annual Yield % from dividends0.251.4018%
Returns for 1 year7.9617.6345%
Returns for 3 years15.1043.0635%
Returns for 5 years23.1073.6431%
Returns for 10 years22.51127.4418%
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