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LMARX vs VSCPX
LMARX vs VSCPX Comparison
Open Charts LMARX vs VSCPX
ClearBridge Small Cap R
Price$56.35
Change-$0.17 (-0.30%)
VolumeN/A
Net Assets665.5M
Vanguard Small Cap Index InstlPlus
Price$308.88
Change-$0.11 (-0.04%)
VolumeN/A
Net Assets139.54B
LMARX vs VSCPX Comparison Chart
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LMARX vs. VSCPX commentary
May 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 Buy and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. LMARX (665M). VSCPX pays higher dividends than LMARX: VSCPX (1.58) vs LMARX (0.15). LMARX was incepted earlier than VSCPX: LMARX (18 years) vs VSCPX (14 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 : 0.38 vs. LMARX (-6.08). VSCPX return over 5 years is better than : 67.85 vs. LMARX (30.81).
| 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 | 18 years | 14 years | - |
| Gain YTD | -8.937 | -6.978 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 140B | 0% |
| Annual Yield % from dividends | 0.15 | 1.58 | 9% |
| Returns for 1 year | -6.08 | 0.38 | -1,615% |
| Returns for 3 years | 1.46 | 22.80 | 6% |
| Returns for 5 years | 30.81 | 67.85 | 45% |
| Returns for 10 years | 19.74 | 91.62 | 22% |