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LSIFX vs VTSAX
LSIFX vs VTSAX Comparison
Open Charts LSIFX vs VTSAX
ClearBridge Growth IS
Price$148.83
Change+$0.06 (+0.04%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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LSIFX vs VTSAX Comparison Chart
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LSIFX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. LSIFX (4.36B). VTSAX pays higher dividends than LSIFX: VTSAX (1.35) vs LSIFX (0.37). LSIFX was incepted earlier than VTSAX: LSIFX (16 years) vs VTSAX (24 years). LSIFX is a more actively managed with annual turnover of: 10.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than LSIFX: VTSAX (3000) vs LSIFX (1000000). VTSAX annual gain was more profitable for investors over the last year : 31.56 vs. LSIFX (12.79). VTSAX return over 5 years is better than : 85.68 vs. LSIFX (-26.46).
| LSIFX | VTSAX | LSIFX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 7.668 | 18.645 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.36B | 1.72T | 0% |
| Annual Yield % from dividends | 0.37 | 1.35 | 27% |
| Returns for 1 year | 12.79 | 31.56 | 41% |
| Returns for 3 years | -33.04 | 25.35 | -130% |
| Returns for 5 years | -26.46 | 85.68 | -31% |
| Returns for 10 years | -31.84 | 188.32 | -17% |
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