SMBYX
Price
$42.67
Change
+$0.16 (+0.38%)
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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SMBYX vs VMCPX

Header iconSMBYX vs VMCPX Comparison
Open Charts SMBYX vs VMCPXBanner chart's image
ClearBridge Mid Cap I
Price$42.67
Change+$0.16 (+0.38%)
VolumeN/A
Net Assets1.71B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.87
Change+$2.97 (+0.77%)
VolumeN/A
Net Assets192.45B
SMBYX vs VMCPX Comparison Chart in %
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SMBYX vs. VMCPX 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 VMCPX is a Buy.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. SMBYX (1.71B). VMCPX pays higher dividends than SMBYX: VMCPX (1.54) vs SMBYX (0.25). SMBYX was incepted earlier than VMCPX: SMBYX (27 years) vs VMCPX (15 years). SMBYX (0.88) is less costly to investors than VMCPX (0.03). SMBYX is a more actively managed with annual turnover of: 36.00 vs. VMCPX (16.00). SMBYX has a lower initial minimum investment than VMCPX: SMBYX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 17.91 vs. SMBYX (7.63). VMCPX return over 5 years is better than : 70.93 vs. SMBYX (20.22).
SMBYXVMCPXSMBYX / VMCPX
Total Expense Ratio0.850.032,833%
Annual Report Gross Expense Ratio0.880.032,933%
Fund Existence27 years15 years-
Gain YTD5.9869.83161%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets1.71B192B1%
Annual Yield % from dividends0.251.5416%
Returns for 1 year7.6317.9143%
Returns for 3 years13.3242.1332%
Returns for 5 years20.2270.9329%
Returns for 10 years25.50132.7019%
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