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LISGX vs VRTIX
LISGX vs VRTIX Comparison
Open Charts LISGX vs VRTIX
ClearBridge Small Cap IS
Price$73.43
Change+$1.20 (+1.66%)
VolumeN/A
Net Assets718.07M
Vanguard Russell 2000 Index I
Price$383.91
Change+$7.33 (+1.95%)
VolumeN/A
Net Assets13.58B
LISGX vs VRTIX Comparison Chart in %
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LISGX vs. VRTIX commentary
Oct 21, 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: 13.6B vs. LISGX (718M). VRTIX pays higher dividends than LISGX: VRTIX (1.20) vs LISGX (0.69). 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 : 7.92 vs. LISGX (-1.26). VRTIX return over 5 years is better than : 52.70 vs. LISGX (33.10).
| 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 | 3.794 | 10.362 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 13.6B | 5% |
| Annual Yield % from dividends | 0.69 | 1.20 | 58% |
| Returns for 1 year | -1.26 | 7.92 | -16% |
| Returns for 3 years | 26.58 | 41.48 | 64% |
| Returns for 5 years | 33.10 | 52.70 | 63% |
| Returns for 10 years | N/A | 120.39 | - |
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