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LSIFX vs VTSMX
LSIFX vs VTSMX Comparison
Open Charts LSIFX vs VTSMX
ClearBridge Growth IS
Price$148.83
Change+$0.06 (+0.04%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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LSIFX vs VTSMX Comparison Chart
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LSIFX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. LSIFX (4.36B). VTSMX pays higher dividends than LSIFX: VTSMX (1.26) vs LSIFX (0.37). LSIFX was incepted earlier than VTSMX: LSIFX (16 years) vs VTSMX (32 years). LSIFX is a more actively managed with annual turnover of: 10.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LSIFX: VTSMX (3000) vs LSIFX (1000000). VTSMX annual gain was more profitable for investors over the last year : 31.53 vs. LSIFX (12.79). VTSMX return over 5 years is better than : 85.64 vs. LSIFX (-26.46).
| LSIFX | VTSMX | LSIFX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 7.668 | 18.617 | 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 | 1.26 | 29% |
| Returns for 1 year | 12.79 | 31.53 | 41% |
| Returns for 3 years | -33.04 | 25.35 | -130% |
| Returns for 5 years | -26.46 | 85.64 | -31% |
| Returns for 10 years | -31.84 | 187.59 | -17% |
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