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LISGX vs VSMAX
LISGX vs VSMAX Comparison
Open Charts LISGX vs VSMAX
ClearBridge Small Cap IS
Price$63.55
Change+$1.26 (+2.02%)
VolumeN/A
Net Assets654.63M
Vanguard Small Cap Index Admiral Shares
Price$106.29
Change+$2.32 (+2.23%)
VolumeN/A
Net Assets143.36B
LISGX vs VSMAX Comparison Chart
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LISGX vs. VSMAX commentary
May 03, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. LISGX (655M). VSMAX pays higher dividends than LISGX: VSMAX (1.56) vs LISGX (0.82). LISGX was incepted earlier than VSMAX: LISGX (8 years) vs VSMAX (24 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 : 0.46 vs. LISGX (-4.76). VSMAX return over 5 years is better than : 72.73 vs. LISGX (42.13).
| 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 | 24 years | - |
| Gain YTD | -10.490 | -9.631 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 143B | 0% |
| Annual Yield % from dividends | 0.82 | 1.56 | 52% |
| Returns for 1 year | -4.76 | 0.46 | -1,032% |
| Returns for 3 years | -4.85 | 10.60 | -46% |
| Returns for 5 years | 42.13 | 72.73 | 58% |
| Returns for 10 years | N/A | 88.46 | - |