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LISGX vs VSMAX
LISGX vs VSMAX Comparison
Open Charts LISGX vs VSMAX
ClearBridge Small Cap IS
Price$68.90
Change+$0.20 (+0.29%)
VolumeN/A
Net Assets702.69M
Vanguard Small Cap Index Admiral Shares
Price$115.07
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
LISGX vs VSMAX Comparison Chart in %
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LISGX vs. VSMAX commentary
Aug 10, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. LISGX (703M). VSMAX pays higher dividends than LISGX: VSMAX (1.37) vs LISGX (0.74). LISGX was incepted earlier than VSMAX: LISGX (8 years) vs VSMAX (25 years). LISGX (0.75) is less costly to investors than VSMAX (0.05). LISGX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than LISGX: VSMAX (3000) vs LISGX (1000000). VSMAX annual gain was more profitable for investors over the last year : 9.49 vs. LISGX (3.18). VSMAX return over 5 years is better than : 54.40 vs. LISGX (28.40).
| LISGX | VSMAX | LISGX / VSMAX | |
| Total Expense Ratio | 0.74 | 0.05 | 1,480% |
| Annual Report Gross Expense Ratio | 0.75 | 0.05 | 1,500% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -0.992 | 0.090 | -1,098% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 703M | 154B | 0% |
| Annual Yield % from dividends | 0.74 | 1.37 | 54% |
| Returns for 1 year | 3.18 | 9.49 | 34% |
| Returns for 3 years | 9.09 | 24.07 | 38% |
| Returns for 5 years | 28.40 | 54.40 | 52% |
| Returns for 10 years | N/A | 109.39 | - |
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