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LMARX vs VSCPX
LMARX vs VSCPX Comparison
Open Charts LMARX vs VSCPX
ClearBridge Small Cap R
Price$51.79
Change-$2.24 (-4.15%)
VolumeN/A
Net Assets651.58M
Vanguard Small Cap Index InstlPlus
Price$280.59
Change-$12.51 (-4.27%)
VolumeN/A
Net Assets143.36B
LMARX vs VSCPX Comparison Chart
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LMARX vs. VSCPX commentary
Apr 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 Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. LMARX (652M). VSCPX pays higher dividends than LMARX: VSCPX (1.54) vs LMARX (0.14). LMARX was incepted earlier than VSCPX: LMARX (18 years) vs VSCPX (14 years). LMARX (1.46) is less costly to investors than VSCPX (0.03). LMARX is a more actively managed with annual turnover of: 33.00 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 : -3.52 vs. LMARX (-8.91). VSCPX return over 5 years is better than : 71.22 vs. LMARX (33.70).
| LMARX | VSCPX | LMARX / VSCPX | |
| Total Expense Ratio | 1.45 | 0.03 | 4,833% |
| Annual Report Gross Expense Ratio | 1.46 | 0.03 | 4,867% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | -12.686 | -11.730 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 143B | 0% |
| Annual Yield % from dividends | 0.14 | 1.54 | 9% |
| Returns for 1 year | -8.91 | -3.52 | 253% |
| Returns for 3 years | -11.07 | 4.33 | -256% |
| Returns for 5 years | 33.70 | 71.22 | 47% |
| Returns for 10 years | 12.47 | 79.22 | 16% |
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