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LISGX vs VSCPX
LISGX vs VSCPX Comparison
Open Charts LISGX vs VSCPX
ClearBridge Small Cap IS
Price$69.60
Change-$2.71 (-3.75%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
LISGX vs VSCPX Comparison Chart
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LISGX vs. VSCPX commentary
Dec 19, 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. LISGX (996M). VSCPX pays higher dividends than LISGX: VSCPX (1.44) vs LISGX (0.53). LISGX was incepted earlier than VSCPX: LISGX (7 years) vs VSCPX (14 years). LISGX is a more actively managed with annual turnover of: 37.00 vs. VSCPX (12.00). LISGX has a lower initial minimum investment than VSCPX: LISGX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 17.80 vs. LISGX (11.73). VSCPX return over 5 years is better than : 53.26 vs. LISGX (14.38).
| LISGX | VSCPX | LISGX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 8.696 | 18.058 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 167B | 1% |
| Annual Yield % from dividends | 0.53 | 1.44 | 37% |
| Returns for 1 year | 11.73 | 17.80 | 66% |
| Returns for 3 years | 5.51 | 15.81 | 35% |
| Returns for 5 years | 14.38 | 53.26 | 27% |
| Returns for 10 years | N/A | 125.14 | - |