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LISGX vs VSCIX
LISGX vs VSCIX Comparison
Open Charts LISGX vs VSCIX
ClearBridge Small Cap IS
Price$72.14
Change+$0.44 (+0.61%)
VolumeN/A
Net Assets812.67M
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
LISGX vs VSCIX Comparison Chart
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LISGX vs. VSCIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. LISGX (813M). VSCIX pays higher dividends than LISGX: VSCIX (1.43) vs LISGX (0.53). LISGX was incepted earlier than VSCIX: LISGX (7 years) vs VSCIX (28 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 : 21.27 vs. LISGX (13.56). VSCIX return over 5 years is better than : 49.01 vs. LISGX (12.74).
| LISGX | VSCIX | LISGX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 3.664 | 3.378 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 155B | 1% |
| Annual Yield % from dividends | 0.53 | 1.43 | 37% |
| Returns for 1 year | 13.56 | 21.27 | 64% |
| Returns for 3 years | 3.83 | 17.25 | 22% |
| Returns for 5 years | 12.74 | 49.01 | 26% |
| Returns for 10 years | N/A | 127.16 | - |
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