Ad is loading...
LMARX vs VSCPX
LMARX vs VSCPX Comparison
Open Charts LMARX vs VSCPX
ClearBridge Small Cap R
Price$64.13
Change+$0.39 (+0.61%)
VolumeN/A
Net Assets897.83M
Vanguard Small Cap Index InstlPlus
Price$343.59
Change+$1.39 (+0.41%)
VolumeN/A
Net Assets155.27B
LMARX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMARX vs. VSCPX commentary
Jan 19, 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: 155B vs. LMARX (898M). 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 : 21.27 vs. LMARX (11.69). VSCPX return over 5 years is better than : 49.02 vs. LMARX (6.45).
| 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 | 3.006 | 3.376 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 898M | 155B | 1% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 11.69 | 21.27 | 55% |
| Returns for 3 years | 0.53 | 17.26 | 3% |
| Returns for 5 years | 6.45 | 49.02 | 13% |
| Returns for 10 years | 44.06 | 127.24 | 35% |