Ad is loading...
LMSAX vs VSCIX
LMSAX vs VSCIX Comparison
Open Charts LMSAX vs VSCIX
ClearBridge Small Cap A
Price$33.87
Change+$0.39 (+1.16%)
VolumeN/A
Net Assets630.14M
Vanguard Small Cap Index I
Price$99.26
Change+$0.84 (+0.85%)
VolumeN/A
Net Assets143.36B
LMSAX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMSAX vs. VSCIX commentary
Apr 18, 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 Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. LMSAX (630M). VSCIX pays higher dividends than LMSAX: VSCIX (1.53) vs LMSAX (1.03). LMSAX was incepted earlier than VSCIX: LMSAX (16 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 (12.00). 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 : -2.39 vs. LMSAX (-9.49). VSCIX return over 5 years is better than : 66.91 vs. LMSAX (26.44).
| 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 | 16 years | 28 years | - |
| Gain YTD | -14.097 | -14.447 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 630M | 143B | 0% |
| Annual Yield % from dividends | 1.03 | 1.53 | 67% |
| Returns for 1 year | -9.49 | -2.39 | 397% |
| Returns for 3 years | -14.90 | 0.57 | -2,593% |
| Returns for 5 years | 26.44 | 66.91 | 40% |
| Returns for 10 years | -1.77 | 73.72 | -2% |
View a ticker or compare two or three
VS
VS
Ad is loading...