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LMARX vs VRTIX
LMARX vs VRTIX Comparison
Open Charts LMARX vs VRTIX
ClearBridge Small Cap R
Price$64.56
Change-$0.49 (-0.75%)
VolumeN/A
Net Assets736.58M
Vanguard Russell 2000 Index I
Price$369.94
Change-$3.66 (-0.98%)
VolumeN/A
Net Assets12.87B
LMARX vs VRTIX Comparison Chart in %
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LMARX vs. VRTIX commentary
Sep 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. LMARX (737M). VRTIX pays higher dividends than LMARX: VRTIX (1.17) 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 : 10.96 vs. LMARX (4.09). VRTIX return over 5 years is better than : 67.97 vs. LMARX (40.04).
| 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 | 5.123 | 9.488 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737M | 12.9B | 6% |
| Annual Yield % from dividends | 0.13 | 1.17 | 11% |
| Returns for 1 year | 4.09 | 10.96 | 37% |
| Returns for 3 years | 33.08 | 48.49 | 68% |
| Returns for 5 years | 40.04 | 67.97 | 59% |
| Returns for 10 years | 50.04 | 133.36 | 38% |
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