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LMSAX vs VSCIX
LMSAX vs VSCIX Comparison
Open Charts LMSAX vs VSCIX
ClearBridge Small Cap A
Price$38.72
Change-$0.23 (-0.59%)
VolumeN/A
Net Assets705.37M
Vanguard Small Cap Index I
Price$115.19
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
LMSAX vs VSCIX Comparison Chart in %
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LMSAX vs. VSCIX commentary
Aug 08, 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 LMSAX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. LMSAX (705M). VSCIX pays higher dividends than LMSAX: VSCIX (1.38) vs LMSAX (0.99). LMSAX was incepted earlier than VSCIX: LMSAX (17 years) vs VSCIX (28 years). LMSAX (1.10) is less costly to investors than VSCIX (0.04). LMSAX is a more actively managed with annual turnover of: 33.00 vs. VSCIX (13.00). LMSAX has a lower initial minimum investment than VSCIX: LMSAX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 12.38 vs. LMSAX (2.95). VSCIX return over 5 years is better than : 54.83 vs. LMSAX (15.46).
| LMSAX | VSCIX | LMSAX / VSCIX | |
| Total Expense Ratio | 1.07 | 0.04 | 2,675% |
| Annual Report Gross Expense Ratio | 1.10 | 0.04 | 2,750% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | -0.891 | 0.370 | -241% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 154B | 0% |
| Annual Yield % from dividends | 0.99 | 1.38 | 72% |
| Returns for 1 year | 2.95 | 12.38 | 24% |
| Returns for 3 years | 4.23 | 22.83 | 19% |
| Returns for 5 years | 15.46 | 54.83 | 28% |
| Returns for 10 years | 13.23 | 108.15 | 12% |
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