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LISGX vs VSCIX
LISGX vs VSCIX Comparison
Open Charts LISGX vs VSCIX
ClearBridge Small Cap IS
Price$71.48
Change-$0.55 (-0.76%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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LISGX vs VSCIX Comparison Chart
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LISGX vs. VSCIX commentary
Sep 21, 2024
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 LISGX is a StrongBuy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 149B vs. LISGX (1B). VSCIX pays higher dividends than LISGX: VSCIX (1.43) vs LISGX (0.53). LISGX was incepted earlier than VSCIX: LISGX (7 years) vs VSCIX (27 years). LISGX is a more actively managed with annual turnover of: 37.00 vs. VSCIX (12.00). LISGX has a lower initial minimum investment than VSCIX: LISGX (1000000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 20.75 vs. LISGX (13.20). VSCIX return over 5 years is better than : 51.85 vs. LISGX (19.59).
| LISGX | VSCIX | LISGX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 6.121 | 9.733 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 149B | 1% |
| Annual Yield % from dividends | 0.53 | 1.43 | 37% |
| Returns for 1 year | 13.20 | 20.75 | 64% |
| Returns for 3 years | -7.94 | 5.71 | -139% |
| Returns for 5 years | 19.59 | 51.85 | 38% |
| Returns for 10 years | N/A | 114.15 | - |
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