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LMARX vs VSCIX
LMARX vs VSCIX Comparison
Open Charts LMARX vs VSCIX
ClearBridge Small Cap R
Price$51.79
Change-$2.24 (-4.15%)
VolumeN/A
Net Assets651.58M
Vanguard Small Cap Index I
Price$97.21
Change-$4.34 (-4.27%)
VolumeN/A
Net Assets143.36B
LMARX vs VSCIX Comparison Chart
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LMARX vs. VSCIX commentary
Apr 11, 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. LMARX (652M). VSCIX pays higher dividends than LMARX: VSCIX (1.53) vs LMARX (0.14). LMARX was incepted earlier than VSCIX: LMARX (18 years) vs VSCIX (28 years). LMARX (1.46) is less costly to investors than VSCIX (0.04). LMARX is a more actively managed with annual turnover of: 33.00 vs. VSCIX (12.00). LMARX has a lower initial minimum investment than VSCIX: LMARX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : -3.52 vs. LMARX (-8.91). VSCIX return over 5 years is better than : 71.22 vs. LMARX (33.70).
| LMARX | VSCIX | LMARX / VSCIX | |
| Total Expense Ratio | 1.45 | 0.04 | 3,625% |
| Annual Report Gross Expense Ratio | 1.46 | 0.04 | 3,650% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -12.686 | -11.727 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 143B | 0% |
| Annual Yield % from dividends | 0.14 | 1.53 | 9% |
| Returns for 1 year | -8.91 | -3.52 | 253% |
| Returns for 3 years | -11.07 | 4.32 | -256% |
| Returns for 5 years | 33.70 | 71.22 | 47% |
| Returns for 10 years | 12.47 | 79.18 | 16% |
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