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LMARX vs VSMAX
LMARX vs VSMAX Comparison
Open Charts LMARX vs VSMAX
ClearBridge Small Cap R
Price$57.39
Change-$1.04 (-1.78%)
VolumeN/A
Net Assets670.8M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
LMARX vs VSMAX Comparison Chart
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LMARX vs. VSMAX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. LMARX (671M). VSMAX pays higher dividends than LMARX: VSMAX (1.48) vs LMARX (0.14). LMARX was incepted earlier than VSMAX: LMARX (18 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 : 5.22 vs. LMARX (0.66). VSMAX return over 5 years is better than : 63.38 vs. LMARX (31.38).
| 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 | 18 years | 25 years | - |
| Gain YTD | -5.575 | -4.364 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 671M | 148B | 0% |
| Annual Yield % from dividends | 0.14 | 1.48 | 10% |
| Returns for 1 year | 0.66 | 5.22 | 13% |
| Returns for 3 years | 8.58 | 31.37 | 27% |
| Returns for 5 years | 31.38 | 63.38 | 50% |
| Returns for 10 years | 19.86 | 93.38 | 21% |
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