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LMARX vs VSCPX
LMARX vs VSCPX Comparison
Open Charts LMARX vs VSCPX
ClearBridge Small Cap R
Price$62.03
Change-$1.43 (-2.25%)
VolumeN/A
Net Assets771.38M
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
LMARX vs VSCPX Comparison Chart
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LMARX vs. VSCPX commentary
Feb 23, 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: 161B vs. LMARX (771M). 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 : 11.26 vs. LMARX (5.70). VSCPX return over 5 years is better than : 44.50 vs. LMARX (8.48).
| 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 | 0.242 | -0.301 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 5.70 | 11.26 | 51% |
| Returns for 3 years | 2.74 | 18.87 | 15% |
| Returns for 5 years | 8.48 | 44.50 | 19% |
| Returns for 10 years | 32.57 | 105.88 | 31% |
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