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LISGX vs VRTIX
LISGX vs VRTIX Comparison
Open Charts LISGX vs VRTIX
ClearBridge Small Cap IS
Price$72.15
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets722.83M
Vanguard Russell 2000 Index I
Price$388.62
Change-$2.09 (-0.53%)
VolumeN/A
Net Assets14.25B
LISGX vs VRTIX Comparison Chart in %
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LISGX vs. VRTIX commentary
Dec 28, 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 LISGX is a Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. LISGX (723M). VRTIX pays higher dividends than LISGX: VRTIX (1.17) vs LISGX (0.68). LISGX was incepted earlier than VRTIX: LISGX (8 years) vs VRTIX (15 years). LISGX (0.75) is less costly to investors than VRTIX (0.07). LISGX is a more actively managed with annual turnover of: 33.00 vs. VRTIX (14.00). LISGX has a lower initial minimum investment than VRTIX: LISGX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 11.46 vs. LISGX (2.08). VRTIX return over 5 years is better than : 28.56 vs. LISGX (8.25).
| LISGX | VRTIX | LISGX / VRTIX | |
| Total Expense Ratio | 0.74 | 0.07 | 1,057% |
| Annual Report Gross Expense Ratio | 0.75 | 0.07 | 1,071% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 3.679 | 13.890 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723M | 14.3B | 5% |
| Annual Yield % from dividends | 0.68 | 1.17 | 58% |
| Returns for 1 year | 2.08 | 11.46 | 18% |
| Returns for 3 years | 26.75 | 46.71 | 57% |
| Returns for 5 years | 8.25 | 28.56 | 29% |
| Returns for 10 years | N/A | 128.00 | - |
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