Interact to see
Advertisement
Advertisement
LMARX vs VRTIX
LMARX vs VRTIX Comparison
Open Charts LMARX vs VRTIX
ClearBridge Small Cap R
Price$61.72
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets679.46M
Vanguard Russell 2000 Index I
Price$360.95
Change-$0.14 (-0.04%)
VolumeN/A
Net Assets13.89B
LMARX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMARX vs. VRTIX 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 LMARX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. LMARX (679M). VRTIX pays higher dividends than LMARX: VRTIX (1.18) vs LMARX (0.13). LMARX was incepted earlier than VRTIX: LMARX (19 years) vs VRTIX (15 years). LMARX (1.43) is less costly to investors than VRTIX (0.07). LMARX is a more actively managed with annual turnover of: 33.00 vs. VRTIX (12.00). LMARX has a lower initial minimum investment than VRTIX: LMARX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 1.42 vs. LMARX (-6.74). VRTIX return over 5 years is better than : 33.82 vs. LMARX (11.28).
| LMARX | VRTIX | LMARX / VRTIX | |
| Total Expense Ratio | 1.43 | 0.07 | 2,043% |
| Annual Report Gross Expense Ratio | 1.43 | 0.07 | 2,043% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | -0.356 | 5.822 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 679M | 13.9B | 5% |
| Annual Yield % from dividends | 0.13 | 1.18 | 11% |
| Returns for 1 year | -6.74 | 1.42 | -476% |
| Returns for 3 years | 13.76 | 28.59 | 48% |
| Returns for 5 years | 11.28 | 33.82 | 33% |
| Returns for 10 years | 34.94 | 108.92 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NVYY | 21.86 | 0.30 | +1.41% |
| GraniteShares YieldBOOST NVDA ETF | |||
| IWF | 464.27 | 3.41 | +0.74% |
| iShares Russell 1000 Growth ETF | |||
| FMAR | 46.40 | 0.02 | +0.04% |
| FT Vest US Equity Buffer ETF Mar | |||
| FSZ | 75.77 | -0.04 | -0.05% |
| First Trust Switzerland AlphaDEX® ETF | |||
| IQSI | 33.62 | -0.05 | -0.16% |
| NYLI Candriam International Equity ETF | |||