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LMARX vs VSCPX
LMARX vs VSCPX Comparison
Open Charts LMARX vs VSCPX
ClearBridge Small Cap R
Price$65.42
Change+$0.65 (+1.00%)
VolumeN/A
Net Assets747.3M
Vanguard Small Cap Index InstlPlus
Price$353.49
Change+$2.47 (+0.70%)
VolumeN/A
Net Assets161.26B
LMARX vs VSCPX Comparison Chart in %
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LMARX vs. VSCPX commentary
Sep 06, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. LMARX (747M). VSCPX pays higher dividends than LMARX: VSCPX (1.33) vs LMARX (0.13). LMARX was incepted earlier than VSCPX: LMARX (19 years) vs VSCPX (15 years). LMARX (1.43) is less costly to investors than VSCPX (0.03). LMARX is a more actively managed with annual turnover of: 33.00 vs. VSCPX (13.00). 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 : 12.85 vs. LMARX (6.85). VSCPX return over 5 years is better than : 65.66 vs. LMARX (34.61).
| LMARX | VSCPX | LMARX / VSCPX | |
| Total Expense Ratio | 1.43 | 0.03 | 4,767% |
| Annual Report Gross Expense Ratio | 1.43 | 0.03 | 4,767% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 5.721 | 5.792 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 747M | 161B | 0% |
| Annual Yield % from dividends | 0.13 | 1.33 | 9% |
| Returns for 1 year | 6.85 | 12.85 | 53% |
| Returns for 3 years | 22.04 | 38.39 | 57% |
| Returns for 5 years | 34.61 | 65.66 | 53% |
| Returns for 10 years | 43.49 | 131.37 | 33% |