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LISGX vs VSCIX
LISGX vs VSCIX Comparison
Open Charts LISGX vs VSCIX
ClearBridge Small Cap IS
Price$60.04
Change+$0.69 (+1.16%)
VolumeN/A
Net Assets630.14M
Vanguard Small Cap Index I
Price$99.26
Change+$0.84 (+0.85%)
VolumeN/A
Net Assets143.36B
LISGX vs VSCIX Comparison Chart
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LISGX vs. VSCIX commentary
Apr 18, 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 LISGX is a Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. LISGX (630M). VSCIX pays higher dividends than LISGX: VSCIX (1.53) vs LISGX (0.78). LISGX was incepted earlier than VSCIX: LISGX (8 years) vs VSCIX (28 years). LISGX (0.75) is less costly to investors than VSCIX (0.04). LISGX is a more actively managed with annual turnover of: 33.00 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 : -2.39 vs. LISGX (-5.90). VSCIX return over 5 years is better than : 66.91 vs. LISGX (41.55).
| LISGX | VSCIX | LISGX / VSCIX | |
| Total Expense Ratio | 0.74 | 0.04 | 1,850% |
| Annual Report Gross Expense Ratio | 0.75 | 0.04 | 1,875% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -13.723 | -14.447 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 630M | 143B | 0% |
| Annual Yield % from dividends | 0.78 | 1.53 | 51% |
| Returns for 1 year | -5.90 | -2.39 | 247% |
| Returns for 3 years | -10.84 | 0.57 | -1,887% |
| Returns for 5 years | 41.55 | 66.91 | 62% |
| Returns for 10 years | N/A | 73.72 | - |