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LMARX vs VSCPX
LMARX vs VSCPX Comparison
Open Charts LMARX vs VSCPX
ClearBridge Small Cap R
Price$57.23
Change-$1.47 (-2.50%)
VolumeN/A
Net Assets726.49M
Vanguard Small Cap Index InstlPlus
Price$307.96
Change-$8.03 (-2.54%)
VolumeN/A
Net Assets153.45B
LMARX vs VSCPX Comparison Chart
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LMARX vs. VSCPX commentary
Mar 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 Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. LMARX (726M). VSCPX pays higher dividends than LMARX: VSCPX (1.34) vs LMARX (0.13). 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 : 2.59 vs. LMARX (-1.90). VSCPX return over 5 years is better than : 59.73 vs. LMARX (19.97).
| 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 | -5.139 | -4.928 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 726M | 153B | 0% |
| Annual Yield % from dividends | 0.13 | 1.34 | 10% |
| Returns for 1 year | -1.90 | 2.59 | -73% |
| Returns for 3 years | -1.50 | 15.76 | -10% |
| Returns for 5 years | 19.97 | 59.73 | 33% |
| Returns for 10 years | 26.80 | 101.23 | 26% |