LSIFX
Price
$149.26
Change
-$2.35 (-1.55%)
Updated
Aug 1 closing price
Net Assets
4.36B
VTSMX
Price
$148.85
Change
-$2.50 (-1.65%)
Updated
Aug 1 closing price
Net Assets
1.91T
Interact to see
Advertisement

LSIFX vs VTSMX

Header iconLSIFX vs VTSMX Comparison
Open Charts LSIFX vs VTSMXBanner chart's image
ClearBridge Growth IS
Price$149.26
Change-$2.35 (-1.55%)
VolumeN/A
Net Assets4.36B
Vanguard Total Stock Mkt Idx I
Price$148.85
Change-$2.50 (-1.65%)
VolumeN/A
Net Assets1.91T
LSIFX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
LSIFX vs. VTSMX commentary
Aug 04, 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 LSIFX is a Hold and VTSMX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LSIFX (4.36B). VTSMX pays higher dividends than LSIFX: VTSMX (1.09) vs LSIFX (0.00). LSIFX was incepted earlier than VTSMX: LSIFX (17 years) vs VTSMX (33 years). LSIFX (0.74) is less costly to investors than VTSMX (0.14). LSIFX is a more actively managed with annual turnover of: 22.00 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 : 14.04 vs. LSIFX (6.13). VTSMX return over 5 years is better than : 85.48 vs. LSIFX (-23.30).
LSIFXVTSMXLSIFX / VTSMX
Total Expense Ratio0.740.14529%
Annual Report Gross Expense Ratio0.740.14529%
Fund Existence17 years33 years-
Gain YTD9.3965.612167%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets4.36B1.91T0%
Annual Yield % from dividends0.001.09-
Returns for 1 year6.1314.0444%
Returns for 3 years1.7449.873%
Returns for 5 years-23.3085.48-27%
Returns for 10 years-33.25193.14-17%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TINCX2.68-0.01
-0.37%
Templeton Global Balanced A1
FIVLX12.62-0.05
-0.39%
Fidelity International Value
DHMYX26.60-0.23
-0.86%
Diamond Hill Small-Mid Cap Y
JHEQX33.28-0.35
-1.04%
JPMorgan Hedged Equity I
SGFFX50.40-0.86
-1.68%
Sparrow Growth A