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LISGX vs VSMAX
LISGX vs VSMAX Comparison
Open Charts LISGX vs VSMAX
ClearBridge Small Cap IS
Price$69.83
Change-$1.60 (-2.24%)
VolumeN/A
Net Assets789.28M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
LISGX vs VSMAX Comparison Chart
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LISGX vs. VSMAX commentary
Feb 22, 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: 161B vs. LISGX (789M). VSMAX pays higher dividends than LISGX: VSMAX (1.42) vs LISGX (0.53). LISGX was incepted earlier than VSMAX: LISGX (7 years) vs VSMAX (24 years). LISGX is a more actively managed with annual turnover of: 37.00 vs. VSMAX (12.00). 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 : 16.64 vs. LISGX (9.61). VSMAX return over 5 years is better than : 49.78 vs. LISGX (16.82).
| LISGX | VSMAX | LISGX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 2.644 | 3.352 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 789M | 161B | 0% |
| Annual Yield % from dividends | 0.53 | 1.42 | 37% |
| Returns for 1 year | 9.61 | 16.64 | 58% |
| Returns for 3 years | 6.55 | 21.47 | 31% |
| Returns for 5 years | 16.82 | 49.78 | 34% |
| Returns for 10 years | N/A | 113.55 | - |