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LSIFX vs VSMPX
LSIFX vs VSMPX Comparison
Open Charts LSIFX vs VSMPX
ClearBridge Growth IS
Price$148.83
Change+$0.06 (+0.04%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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LSIFX vs VSMPX Comparison Chart
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LSIFX vs. VSMPX 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 LSIFX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. LSIFX (4.36B). VSMPX pays higher dividends than LSIFX: VSMPX (1.36) vs LSIFX (0.37). LSIFX was incepted earlier than VSMPX: LSIFX (16 years) vs VSMPX (9 years). LSIFX is a more actively managed with annual turnover of: 10.00 vs. VSMPX (2.00). LSIFX has a lower initial minimum investment than VSMPX: LSIFX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 31.58 vs. LSIFX (12.79). VSMPX return over 5 years is better than : 85.73 vs. LSIFX (-26.46).
| LSIFX | VSMPX | LSIFX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 7.668 | 18.661 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.36B | 1.72T | 0% |
| Annual Yield % from dividends | 0.37 | 1.36 | 27% |
| Returns for 1 year | 12.79 | 31.58 | 41% |
| Returns for 3 years | -33.04 | 25.38 | -130% |
| Returns for 5 years | -26.46 | 85.73 | -31% |
| Returns for 10 years | -31.84 | N/A | - |
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