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LMSAX vs VSMAX
LMSAX vs VSMAX Comparison
Open Charts LMSAX vs VSMAX
ClearBridge Small Cap A
Price$38.72
Change-$0.23 (-0.59%)
VolumeN/A
Net Assets705.37M
Vanguard Small Cap Index Admiral Shares
Price$115.19
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
LMSAX vs VSMAX Comparison Chart in %
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LMSAX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. LMSAX (705M). VSMAX pays higher dividends than LMSAX: VSMAX (1.37) vs LMSAX (0.99). LMSAX was incepted earlier than VSMAX: LMSAX (17 years) vs VSMAX (25 years). LMSAX (1.10) is less costly to investors than VSMAX (0.05). LMSAX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (13.00). LMSAX has a lower initial minimum investment than VSMAX: LMSAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.37 vs. LMSAX (2.95). VSMAX return over 5 years is better than : 54.82 vs. LMSAX (15.46).
| LMSAX | VSMAX | LMSAX / VSMAX | |
| Total Expense Ratio | 1.07 | 0.05 | 2,140% |
| Annual Report Gross Expense Ratio | 1.10 | 0.05 | 2,200% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -0.891 | 0.360 | -247% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 154B | 0% |
| Annual Yield % from dividends | 0.99 | 1.37 | 72% |
| Returns for 1 year | 2.95 | 12.37 | 24% |
| Returns for 3 years | 4.23 | 22.81 | 19% |
| Returns for 5 years | 15.46 | 54.82 | 28% |
| Returns for 10 years | 13.23 | 108.10 | 12% |
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