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LGASX vs VSMAX
LGASX vs VSMAX Comparison
Open Charts LGASX vs VSMAX
ClearBridge Small Cap FI
Price$58.85
Change-$1.94 (-3.19%)
VolumeN/A
Net Assets687.85M
Vanguard Small Cap Index Admiral Shares
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
LGASX vs VSMAX Comparison Chart
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LGASX vs. VSMAX commentary
May 23, 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 LGASX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. LGASX (688M). VSMAX pays higher dividends than LGASX: VSMAX (1.56) vs LGASX (0.51). LGASX was incepted earlier than VSMAX: LGASX (21 years) vs VSMAX (25 years). LGASX (1.32) is less costly to investors than VSMAX (0.05). LGASX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (13.00). LGASX has a lower initial minimum investment than VSMAX: LGASX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 3.93 vs. LGASX (-2.43). VSMAX return over 5 years is better than : 72.27 vs. LGASX (38.36).
| LGASX | VSMAX | LGASX / VSMAX | |
| Total Expense Ratio | 1.07 | 0.05 | 2,140% |
| Annual Report Gross Expense Ratio | 1.32 | 0.05 | 2,640% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | -5.576 | -2.861 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 140B | 0% |
| Annual Yield % from dividends | 0.51 | 1.56 | 33% |
| Returns for 1 year | -2.43 | 3.93 | -62% |
| Returns for 3 years | 5.64 | 27.20 | 21% |
| Returns for 5 years | 38.36 | 72.27 | 53% |
| Returns for 10 years | 25.11 | 96.62 | 26% |
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