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LMARX vs VSCIX
LMARX vs VSCIX Comparison
Open Charts LMARX vs VSCIX
ClearBridge Small Cap R
Price$62.03
Change-$1.43 (-2.25%)
VolumeN/A
Net Assets771.38M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
LMARX vs VSCIX Comparison Chart
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LMARX vs. VSCIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. LMARX (771M). 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 : 14.26 vs. LMARX (5.70). VSCIX return over 5 years is better than : 48.39 vs. LMARX (8.48).
| 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 | 0.242 | 2.397 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | 5.70 | 14.26 | 40% |
| Returns for 3 years | 2.74 | 22.08 | 12% |
| Returns for 5 years | 8.48 | 48.39 | 18% |
| Returns for 10 years | 32.57 | 111.39 | 29% |
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