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LMARX vs VSMAX
LMARX vs VSMAX Comparison
Open Charts LMARX vs VSMAX
ClearBridge Small Cap R
Price$56.43
Change-$0.06 (-0.11%)
VolumeN/A
Net Assets665.46M
Vanguard Small Cap Index Admiral Shares
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
LMARX vs VSMAX Comparison Chart
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LMARX vs. VSMAX commentary
May 24, 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: 140B vs. LMARX (665M). VSMAX pays higher dividends than LMARX: VSMAX (1.56) vs LMARX (0.15). 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 : 1.77 vs. LMARX (-5.24). VSMAX return over 5 years is better than : 67.52 vs. LMARX (31.47).
| 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 | -8.710 | -5.538 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 140B | 0% |
| Annual Yield % from dividends | 0.15 | 1.56 | 10% |
| Returns for 1 year | -5.24 | 1.77 | -297% |
| Returns for 3 years | 0.16 | 22.35 | 1% |
| Returns for 5 years | 31.47 | 67.52 | 47% |
| Returns for 10 years | 17.08 | 91.20 | 19% |