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LISGX vs VRTIX
LISGX vs VRTIX Comparison
Open Charts LISGX vs VRTIX
ClearBridge Small Cap IS
Price$75.19
Change+$1.44 (+1.95%)
VolumeN/A
Net Assets726.68M
Vanguard Russell 2000 Index I
Price$386.38
Change+$7.25 (+1.91%)
VolumeN/A
Net Assets13.89B
LISGX vs VRTIX Comparison Chart in %
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LISGX vs. VRTIX commentary
Dec 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 LISGX is a Hold and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. LISGX (727M). 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 (12.00). 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 : 1.83 vs. LISGX (-4.85). VRTIX return over 5 years is better than : 35.85 vs. LISGX (19.73).
| 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 | 6.466 | 11.294 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 727M | 13.9B | 5% |
| Annual Yield % from dividends | 0.68 | 1.17 | 58% |
| Returns for 1 year | -4.85 | 1.83 | -266% |
| Returns for 3 years | 20.99 | 32.06 | 65% |
| Returns for 5 years | 19.73 | 35.85 | 55% |
| Returns for 10 years | N/A | 118.08 | - |
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