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LMARX vs VSMAX
LMARX vs VSMAX Comparison
Open Charts LMARX vs VSMAX
ClearBridge Small Cap R
Price$65.42
Change+$0.65 (+1.00%)
VolumeN/A
Net Assets747.3M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
LMARX vs VSMAX Comparison Chart in %
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LMARX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. LMARX (747M). VSMAX pays higher dividends than LMARX: VSMAX (1.31) vs LMARX (0.13). LMARX was incepted earlier than VSMAX: LMARX (19 years) vs VSMAX (25 years). LMARX (1.43) is less costly to investors than VSMAX (0.05). LMARX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (13.00). LMARX has a lower initial minimum investment than VSMAX: LMARX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.85 vs. LMARX (6.85). VSMAX return over 5 years is better than : 65.62 vs. LMARX (34.61).
| LMARX | VSMAX | LMARX / VSMAX | |
| Total Expense Ratio | 1.43 | 0.05 | 2,860% |
| Annual Report Gross Expense Ratio | 1.43 | 0.05 | 2,860% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 5.721 | 5.779 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 747M | 161B | 0% |
| Annual Yield % from dividends | 0.13 | 1.31 | 10% |
| Returns for 1 year | 6.85 | 12.85 | 53% |
| Returns for 3 years | 22.04 | 38.37 | 57% |
| Returns for 5 years | 34.61 | 65.62 | 53% |
| Returns for 10 years | 43.49 | 131.27 | 33% |
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