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LMSAX vs VSMAX
LMSAX vs VSMAX Comparison
Open Charts LMSAX vs VSMAX
ClearBridge Small Cap A
Price$41.56
Change-$0.13 (-0.31%)
VolumeN/A
Net Assets740.87M
Vanguard Small Cap Index Admiral Shares
Price$121.48
Change+$0.29 (+0.24%)
VolumeN/A
Net Assets154.18B
LMSAX vs VSMAX Comparison Chart in %
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LMSAX vs. VSMAX commentary
Aug 30, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. LMSAX (741M). 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 : 10.01 vs. LMSAX (2.66). VSMAX return over 5 years is better than : 60.81 vs. LMSAX (23.34).
| 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 | 6.081 | 5.414 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 154B | 0% |
| Annual Yield % from dividends | 0.99 | 1.37 | 72% |
| Returns for 1 year | 2.66 | 10.01 | 27% |
| Returns for 3 years | 15.83 | 32.27 | 49% |
| Returns for 5 years | 23.34 | 60.81 | 38% |
| Returns for 10 years | 30.62 | 130.93 | 23% |
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