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Oct 05 2023

Small Cap vs Mid Cap vs Large Cap

  • Oct 5, 2023

This month is the five-year anniversary of the last time Small-Cap and Large-Cap P/E ratios in our L3000 Universe were roughly equivalent. Price returns over the last five years tell most of the story about the widening Small Cap discount: S&P 500 +58%, S&P 600 +21%.


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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager