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LMARX vs VSCIX
LMARX vs VSCIX Comparison
Open Charts LMARX vs VSCIX
ClearBridge Small Cap R
Price$64.13
Change+$0.39 (+0.61%)
VolumeN/A
Net Assets897.83M
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
LMARX vs VSCIX Comparison Chart
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LMARX vs. VSCIX commentary
Jan 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. LMARX (898M). VSCIX pays higher dividends than LMARX: VSCIX (1.43) vs LMARX (0.00). LMARX was incepted earlier than VSCIX: LMARX (18 years) vs VSCIX (28 years). LMARX is a more actively managed with annual turnover of: 37.00 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 : 21.27 vs. LMARX (11.69). VSCIX return over 5 years is better than : 49.01 vs. LMARX (6.45).
| LMARX | VSCIX | LMARX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 3.006 | 3.378 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 898M | 155B | 1% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | 11.69 | 21.27 | 55% |
| Returns for 3 years | 0.53 | 17.25 | 3% |
| Returns for 5 years | 6.45 | 49.01 | 13% |
| Returns for 10 years | 44.06 | 127.16 | 35% |
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