SMBYX
Price
$42.67
Change
+$0.16 (+0.38%)
Updated
Jul 25 closing price
Net Assets
1.71B
VMCIX
Price
$79.25
Change
+$0.60 (+0.76%)
Updated
Jul 25 closing price
Net Assets
192.45B
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SMBYX vs VMCIX

Header iconSMBYX vs VMCIX Comparison
Open Charts SMBYX vs VMCIXBanner chart's image
ClearBridge Mid Cap I
Price$42.67
Change+$0.16 (+0.38%)
VolumeN/A
Net Assets1.71B
Vanguard Mid Cap Index Institutional
Price$79.25
Change+$0.60 (+0.76%)
VolumeN/A
Net Assets192.45B
SMBYX vs VMCIX Comparison Chart in %
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SMBYX vs. VMCIX commentary
Jul 27, 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 StrongBuy and VMCIX is a Buy.

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FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 192B vs. SMBYX (1.71B). VMCIX pays higher dividends than SMBYX: VMCIX (1.53) vs SMBYX (0.25). SMBYX was incepted earlier than VMCIX: SMBYX (27 years) vs VMCIX (27 years). SMBYX (0.88) is less costly to investors than VMCIX (0.04). SMBYX is a more actively managed with annual turnover of: 36.00 vs. VMCIX (16.00). SMBYX has a lower initial minimum investment than VMCIX: SMBYX (1000000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 17.90 vs. SMBYX (7.63). VMCIX return over 5 years is better than : 70.90 vs. SMBYX (20.22).
SMBYXVMCIXSMBYX / VMCIX
Total Expense Ratio0.850.042,125%
Annual Report Gross Expense Ratio0.880.042,200%
Fund Existence27 years27 years-
Gain YTD5.9869.81961%
Front LoadN/AN/A-
Min. Initial Investment1000000500000020%
Min. Initial Investment IRAN/AN/A-
Net Assets1.71B192B1%
Annual Yield % from dividends0.251.5316%
Returns for 1 year7.6317.9043%
Returns for 3 years13.3242.1132%
Returns for 5 years20.2270.9029%
Returns for 10 years25.50132.6319%
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