Ad is loading...
LMSAX vs VSCIX
LMSAX vs VSCIX Comparison
Open Charts LMSAX vs VSCIX
ClearBridge Small Cap A
Price$39.31
Change-$1.53 (-3.75%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
LMSAX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMSAX vs. VSCIX commentary
Dec 19, 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 LMSAX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. LMSAX (996M). VSCIX pays higher dividends than LMSAX: VSCIX (1.43) vs LMSAX (0.60). LMSAX was incepted earlier than VSCIX: LMSAX (16 years) vs VSCIX (27 years). LMSAX is a more actively managed with annual turnover of: 37.00 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 : 19.59 vs. LMSAX (8.80). VSCIX return over 5 years is better than : 53.99 vs. LMSAX (2.49).
| LMSAX | VSCIX | LMSAX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 5.863 | 18.051 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 167B | 1% |
| Annual Yield % from dividends | 0.60 | 1.43 | 42% |
| Returns for 1 year | 8.80 | 19.59 | 45% |
| Returns for 3 years | 1.34 | 15.81 | 8% |
| Returns for 5 years | 2.49 | 53.99 | 5% |
| Returns for 10 years | 23.23 | 125.06 | 19% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CRDT | 25.19 | 0.04 | +0.18% |
| Simplify Opportunistic Income ETF | |||
| BJAN | 47.78 | -0.03 | -0.07% |
| Innovator US Equity Buff ETF™ Jan | |||
| QTJL | 33.12 | -0.05 | -0.15% |
| Innovator Growth Accelerated Pls ETF Jul | |||
| ONEY | 111.81 | -0.73 | -0.65% |
| SPDR® Russell 1000® Yield Focus ETF | |||
| DFAT | 57.59 | -0.77 | -1.32% |
| Dimensional US Targeted Value ETF | |||