Ad is loading...
LISGX vs VSMAX
LISGX vs VSMAX Comparison
Open Charts LISGX vs VSMAX
ClearBridge Small Cap IS
Price$71.48
Change-$0.55 (-0.76%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
LISGX vs VSMAX Comparison Chart
Loading...
LISGX vs. VSMAX commentary
Sep 21, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. LISGX (1B). 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 : 25.54 vs. LISGX (13.20). VSMAX return over 5 years is better than : 53.45 vs. LISGX (19.59).
| 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 | 6.121 | 10.898 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 149B | 1% |
| Annual Yield % from dividends | 0.53 | 1.42 | 37% |
| Returns for 1 year | 13.20 | 25.54 | 52% |
| Returns for 3 years | -7.94 | 8.91 | -89% |
| Returns for 5 years | 19.59 | 53.45 | 37% |
| Returns for 10 years | N/A | 121.55 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FNK | 53.97 | 0.10 | +0.19% |
| First Trust Mid Cap Value AlphaDEX® ETF | |||
| DFAT | 54.81 | 0.08 | +0.15% |
| Dimensional US Targeted Value ETF | |||
| HIDV | 69.95 | -0.02 | -0.02% |
| AB US High Dividend ETF | |||
| OUSA | 52.98 | -0.11 | -0.21% |
| ALPS O'Shares US Quality Div ETF | |||
| TPHE | 25.22 | -0.11 | -0.43% |
| Timothy Plan High Dividend Stock Enh ETF | |||