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LMSAX vs VSMAX
LMSAX vs VSMAX Comparison
Open Charts LMSAX vs VSMAX
ClearBridge Small Cap A
Price$41.44
Change-$0.32 (-0.77%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
LMSAX vs VSMAX Comparison Chart
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LMSAX vs. VSMAX commentary
Sep 21, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. LMSAX (1B). VSMAX pays higher dividends than LMSAX: VSMAX (1.42) vs LMSAX (0.60). LMSAX was incepted earlier than VSMAX: LMSAX (16 years) vs VSMAX (24 years). LMSAX is a more actively managed with annual turnover of: 37.00 vs. VSMAX (12.00). 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 : 25.54 vs. LMSAX (16.13). VSMAX return over 5 years is better than : 53.45 vs. LMSAX (9.55).
| LMSAX | VSMAX | LMSAX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 7.269 | 10.898 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 149B | 1% |
| Annual Yield % from dividends | 0.60 | 1.42 | 42% |
| Returns for 1 year | 16.13 | 25.54 | 63% |
| Returns for 3 years | -12.05 | 8.91 | -135% |
| Returns for 5 years | 9.55 | 53.45 | 18% |
| Returns for 10 years | 7.99 | 121.55 | 7% |
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