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LISGX vs VSMAX
LISGX vs VSMAX Comparison
Open Charts LISGX vs VSMAX
ClearBridge Small Cap IS
Price$70.19
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets719.26M
Vanguard Small Cap Index Admiral Shares
Price$117.72
Change-$0.47 (-0.40%)
VolumeN/A
Net Assets153.28B
LISGX vs VSMAX Comparison Chart in %
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LISGX vs. VSMAX commentary
Jul 29, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. LISGX (719M). 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 : 6.28 vs. LISGX (-1.56). VSMAX return over 5 years is better than : 62.46 vs. LISGX (34.99).
| 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 | 0.862 | 2.395 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 153B | 0% |
| Annual Yield % from dividends | 0.77 | 1.40 | 55% |
| Returns for 1 year | -1.56 | 6.28 | -25% |
| Returns for 3 years | 10.62 | 27.61 | 38% |
| Returns for 5 years | 34.99 | 62.46 | 56% |
| Returns for 10 years | N/A | 111.26 | - |
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