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LMARX vs VSCPX
LMARX vs VSCPX Comparison
Open Charts LMARX vs VSCPX
ClearBridge Small Cap R
Price$61.91
Change-$2.41 (-3.75%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
LMARX vs VSCPX Comparison Chart
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LMARX vs. VSCPX commentary
Dec 19, 2024
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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. LMARX (996M). VSCPX pays higher dividends than LMARX: VSCPX (1.44) vs LMARX (0.00). LMARX was incepted earlier than VSCPX: LMARX (18 years) vs VSCPX (14 years). LMARX is a more actively managed with annual turnover of: 37.00 vs. VSCPX (12.00). LMARX has a lower initial minimum investment than VSCPX: LMARX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 19.60 vs. LMARX (10.56). VSCPX return over 5 years is better than : 54.01 vs. LMARX (8.65).
| LMARX | VSCPX | LMARX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 7.584 | 18.058 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 167B | 1% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 10.56 | 19.60 | 54% |
| Returns for 3 years | 2.78 | 15.81 | 18% |
| Returns for 5 years | 8.65 | 54.01 | 16% |
| Returns for 10 years | 39.76 | 125.14 | 32% |
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