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LMARX vs VSCIX
LMARX vs VSCIX Comparison
Open Charts LMARX vs VSCIX
ClearBridge Small Cap R
Price$56.35
Change-$0.17 (-0.30%)
VolumeN/A
Net Assets665.5M
Vanguard Small Cap Index I
Price$107.01
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
LMARX vs VSCIX Comparison Chart
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LMARX vs. VSCIX commentary
May 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 Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. LMARX (665M). VSCIX pays higher dividends than LMARX: VSCIX (1.57) vs LMARX (0.15). LMARX was incepted earlier than VSCIX: LMARX (18 years) vs VSCIX (28 years). LMARX (1.43) is less costly to investors than VSCIX (0.04). LMARX is a more actively managed with annual turnover of: 33.00 vs. VSCIX (13.00). 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 : 0.37 vs. LMARX (-6.08). VSCIX return over 5 years is better than : 67.84 vs. LMARX (30.81).
| LMARX | VSCIX | LMARX / VSCIX | |
| Total Expense Ratio | 1.43 | 0.04 | 3,575% |
| Annual Report Gross Expense Ratio | 1.43 | 0.04 | 3,575% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -8.937 | -6.980 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 140B | 0% |
| Annual Yield % from dividends | 0.15 | 1.57 | 9% |
| Returns for 1 year | -6.08 | 0.37 | -1,660% |
| Returns for 3 years | 1.46 | 22.79 | 6% |
| Returns for 5 years | 30.81 | 67.84 | 45% |
| Returns for 10 years | 19.74 | 91.58 | 22% |