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LISGX vs VSMAX
LISGX vs VSMAX Comparison
Open Charts LISGX vs VSMAX
ClearBridge Small Cap IS
Price$69.60
Change-$2.71 (-3.75%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
LISGX vs VSMAX Comparison Chart
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LISGX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. LISGX (996M). 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 : 13.00 vs. LISGX (11.73). VSMAX return over 5 years is better than : 47.01 vs. LISGX (14.38).
| 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 | 8.696 | 13.252 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 167B | 1% |
| Annual Yield % from dividends | 0.53 | 1.42 | 37% |
| Returns for 1 year | 11.73 | 13.00 | 90% |
| Returns for 3 years | 5.51 | 11.09 | 50% |
| Returns for 5 years | 14.38 | 47.01 | 31% |
| Returns for 10 years | N/A | 115.86 | - |