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LISGX vs VSMAX
LISGX vs VSMAX Comparison
Open Charts LISGX vs VSMAX
ClearBridge Small Cap IS
Price$68.65
Change+$0.49 (+0.72%)
VolumeN/A
Net Assets707.32M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
LISGX vs VSMAX Comparison Chart in %
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LISGX vs. VSMAX commentary
Jul 07, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. LISGX (707M). VSMAX pays higher dividends than LISGX: VSMAX (1.40) vs LISGX (0.77). LISGX was incepted earlier than VSMAX: LISGX (8 years) vs VSMAX (25 years). LISGX (0.75) is less costly to investors than VSMAX (0.05). LISGX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than LISGX: VSMAX (3000) vs LISGX (1000000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. LISGX (6.14). VSMAX return over 5 years is better than : 69.54 vs. LISGX (41.72).
| LISGX | VSMAX | LISGX / VSMAX | |
| Total Expense Ratio | 0.74 | 0.05 | 1,480% |
| Annual Report Gross Expense Ratio | 0.75 | 0.05 | 1,500% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -1.351 | 1.447 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 148B | 0% |
| Annual Yield % from dividends | 0.77 | 1.40 | 55% |
| Returns for 1 year | 6.14 | 12.25 | 50% |
| Returns for 3 years | 18.64 | 37.95 | 49% |
| Returns for 5 years | 41.72 | 69.54 | 60% |
| Returns for 10 years | N/A | 109.34 | - |