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LISGX vs VSMAX
LISGX vs VSMAX Comparison
Open Charts LISGX vs VSMAX
ClearBridge Small Cap IS
Price$74.07
Change+$0.15 (+0.20%)
VolumeN/A
Net Assets749.44M
Vanguard Small Cap Index Admiral Shares
Price$122.62
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
LISGX vs VSMAX Comparison Chart in %
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LISGX vs. VSMAX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. LISGX (749M). VSMAX pays higher dividends than LISGX: VSMAX (1.31) vs LISGX (0.69). 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 : 13.64 vs. LISGX (8.38). VSMAX return over 5 years is better than : 66.80 vs. LISGX (42.12).
| 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 | 6.610 | 6.527 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 749M | 161B | 0% |
| Annual Yield % from dividends | 0.69 | 1.31 | 53% |
| Returns for 1 year | 8.38 | 13.64 | 61% |
| Returns for 3 years | 25.72 | 39.35 | 65% |
| Returns for 5 years | 42.12 | 66.80 | 63% |
| Returns for 10 years | N/A | 132.90 | - |
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