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LISGX vs VSMAX
LISGX vs VSMAX Comparison
Open Charts LISGX vs VSMAX
ClearBridge Small Cap IS
Price$69.84
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets679.46M
Vanguard Small Cap Index Admiral Shares
Price$117.71
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
LISGX vs VSMAX Comparison Chart in %
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LISGX vs. VSMAX commentary
Nov 20, 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: 162B vs. LISGX (679M). VSMAX pays higher dividends than LISGX: VSMAX (1.34) vs LISGX (0.71). 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 : -0.84 vs. LISGX (-5.73). VSMAX return over 5 years is better than : 39.47 vs. LISGX (17.07).
| 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 | 0.259 | 2.440 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 679M | 162B | 0% |
| Annual Yield % from dividends | 0.71 | 1.34 | 53% |
| Returns for 1 year | -5.73 | -0.84 | 686% |
| Returns for 3 years | 16.77 | 30.09 | 56% |
| Returns for 5 years | 17.07 | 39.47 | 43% |
| Returns for 10 years | N/A | 122.69 | - |
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