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LMARX vs VSMAX
LMARX vs VSMAX Comparison
Open Charts LMARX vs VSMAX
ClearBridge Small Cap R
Price$55.08
Change+$1.05 (+1.94%)
VolumeN/A
Net Assets644.93M
Vanguard Small Cap Index Admiral Shares
Price$103.15
Change+$2.18 (+2.16%)
VolumeN/A
Net Assets143.36B
LMARX vs VSMAX Comparison Chart
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LMARX vs. VSMAX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. LMARX (645M). VSMAX pays higher dividends than LMARX: VSMAX (1.52) vs LMARX (0.14). LMARX was incepted earlier than VSMAX: LMARX (18 years) vs VSMAX (24 years). LMARX (1.46) is less costly to investors than VSMAX (0.05). LMARX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (12.00). 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 : -2.34 vs. LMARX (-7.84). VSMAX return over 5 years is better than : 71.79 vs. LMARX (36.78).
| LMARX | VSMAX | LMARX / VSMAX | |
| Total Expense Ratio | 1.45 | 0.05 | 2,900% |
| Annual Report Gross Expense Ratio | 1.46 | 0.05 | 2,920% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -12.686 | -12.239 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 645M | 143B | 0% |
| Annual Yield % from dividends | 0.14 | 1.52 | 9% |
| Returns for 1 year | -7.84 | -2.34 | 335% |
| Returns for 3 years | -10.35 | 4.74 | -218% |
| Returns for 5 years | 36.78 | 71.79 | 51% |
| Returns for 10 years | 12.47 | 79.09 | 16% |
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