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LISGX vs VRTIX
LISGX vs VRTIX Comparison
Open Charts LISGX vs VRTIX
ClearBridge Small Cap IS
Price$73.95
Change+$0.79 (+1.08%)
VolumeN/A
Net Assets723.2M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
LISGX vs VRTIX Comparison Chart in %
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LISGX vs. VRTIX commentary
Feb 05, 2026
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 StrongBuy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. LISGX (723M). VRTIX pays higher dividends than LISGX: VRTIX (1.19) vs LISGX (0.41). 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 : 17.71 vs. LISGX (3.39). VRTIX return over 5 years is better than : 22.38 vs. LISGX (3.70).
| 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 | 5.598 | 6.757 | 83% |
| 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 | 0.41 | 1.19 | 35% |
| Returns for 1 year | 3.39 | 17.71 | 19% |
| Returns for 3 years | 14.24 | 35.16 | 40% |
| Returns for 5 years | 3.70 | 22.38 | 17% |
| Returns for 10 years | N/A | 180.76 | - |
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