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LMSAX vs VSCIX
LMSAX vs VSCIX Comparison
Open Charts LMSAX vs VSCIX
ClearBridge Small Cap A
Price$35.83
Change-$0.11 (-0.31%)
VolumeN/A
Net Assets668.04M
Vanguard Small Cap Index I
Price$107.01
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
LMSAX vs VSCIX Comparison Chart
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LMSAX vs. VSCIX commentary
May 10, 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: 140B vs. LMSAX (668M). VSCIX pays higher dividends than LMSAX: VSCIX (1.57) vs LMSAX (1.09). 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 (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 : 0.40 vs. LMSAX (-7.29). VSCIX return over 5 years is better than : 67.90 vs. LMSAX (23.77).
| 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 | -8.550 | -6.946 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 668M | 140B | 0% |
| Annual Yield % from dividends | 1.09 | 1.57 | 69% |
| Returns for 1 year | -7.29 | 0.40 | -1,806% |
| Returns for 3 years | 0.32 | 22.83 | 1% |
| Returns for 5 years | 23.77 | 67.90 | 35% |
| Returns for 10 years | 5.89 | 91.65 | 6% |