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LMARX vs VSCIX
LMARX vs VSCIX Comparison
Open Charts LMARX vs VSCIX
ClearBridge Small Cap R
Price$57.39
Change-$1.04 (-1.78%)
VolumeN/A
Net Assets670.8M
Vanguard Small Cap Index I
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
LMARX vs VSCIX Comparison Chart
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LMARX vs. VSCIX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. LMARX (671M). VSCIX pays higher dividends than LMARX: VSCIX (1.49) vs LMARX (0.14). 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 : 5.22 vs. LMARX (0.66). VSCIX return over 5 years is better than : 63.40 vs. LMARX (31.38).
| 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 | -5.575 | -4.355 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 671M | 148B | 0% |
| Annual Yield % from dividends | 0.14 | 1.49 | 10% |
| Returns for 1 year | 0.66 | 5.22 | 13% |
| Returns for 3 years | 8.58 | 31.38 | 27% |
| Returns for 5 years | 31.38 | 63.40 | 49% |
| Returns for 10 years | 19.86 | 93.42 | 21% |
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