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LISGX vs VRTIX
LISGX vs VRTIX Comparison
Open Charts LISGX vs VRTIX
ClearBridge Small Cap IS
Price$70.58
Change-$1.42 (-1.97%)
VolumeN/A
Net Assets702.61M
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
LISGX vs VRTIX Comparison Chart in %
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LISGX vs. VRTIX commentary
Nov 14, 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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. LISGX (703M). VRTIX pays higher dividends than LISGX: VRTIX (1.18) vs LISGX (0.71). 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 : 2.86 vs. LISGX (-5.14). VRTIX return over 5 years is better than : 42.91 vs. LISGX (23.72).
| 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 | 3.463 | 10.359 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 703M | 13.9B | 5% |
| Annual Yield % from dividends | 0.71 | 1.18 | 60% |
| Returns for 1 year | -5.14 | 2.86 | -180% |
| Returns for 3 years | 18.51 | 31.84 | 58% |
| Returns for 5 years | 23.72 | 42.91 | 55% |
| Returns for 10 years | N/A | 123.36 | - |
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