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LMNSX vs VSMAX
LMNSX vs VSMAX Comparison
Open Charts LMNSX vs VSMAX
ClearBridge Small Cap I
Price$73.94
Change-$0.89 (-1.19%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
LMNSX vs VSMAX Comparison Chart
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LMNSX vs. VSMAX commentary
Nov 18, 2024
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 LMNSX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. LMNSX (1.01B). VSMAX pays higher dividends than LMNSX: VSMAX (1.42) vs LMNSX (0.43). LMNSX was incepted earlier than VSMAX: LMNSX (30 years) vs VSMAX (24 years). LMNSX is a more actively managed with annual turnover of: 37.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than LMNSX: VSMAX (3000) vs LMNSX (1000000). VSMAX annual gain was more profitable for investors over the last year : 30.28 vs. LMNSX (23.45). VSMAX return over 5 years is better than : 55.62 vs. LMNSX (17.81).
| LMNSX | VSMAX | LMNSX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | 10.772 | 15.803 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 151B | 1% |
| Annual Yield % from dividends | 0.43 | 1.42 | 30% |
| Returns for 1 year | 23.45 | 30.28 | 77% |
| Returns for 3 years | -11.22 | 4.74 | -237% |
| Returns for 5 years | 17.81 | 55.62 | 32% |
| Returns for 10 years | 36.89 | 123.30 | 30% |