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LMARX vs VRTIX
LMARX vs VRTIX Comparison
Open Charts LMARX vs VRTIX
ClearBridge Small Cap R
Price$65.07
Change+$0.36 (+0.56%)
VolumeN/A
Net Assets723.2M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
LMARX vs VRTIX Comparison Chart in %
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LMARX vs. VRTIX commentary
Feb 04, 2026
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 LMARX is a StrongBuy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. LMARX (723M). VRTIX pays higher dividends than LMARX: VRTIX (1.19) vs LMARX (0.00). LMARX was incepted earlier than VRTIX: LMARX (19 years) vs VRTIX (15 years). LMARX (1.43) is less costly to investors than VRTIX (0.07). LMARX is a more actively managed with annual turnover of: 33.00 vs. VRTIX (14.00). LMARX has a lower initial minimum investment than VRTIX: LMARX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 17.71 vs. LMARX (1.96). VRTIX return over 5 years is better than : 22.38 vs. LMARX (-2.12).
| LMARX | VRTIX | LMARX / VRTIX | |
| Total Expense Ratio | 1.43 | 0.07 | 2,043% |
| Annual Report Gross Expense Ratio | 1.43 | 0.07 | 2,043% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 5.513 | 6.757 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723M | 14.3B | 5% |
| Annual Yield % from dividends | 0.00 | 1.19 | - |
| Returns for 1 year | 1.96 | 17.71 | 11% |
| Returns for 3 years | 10.54 | 35.16 | 30% |
| Returns for 5 years | -2.12 | 22.38 | -9% |
| Returns for 10 years | 72.08 | 180.76 | 40% |
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