Interact to see
Advertisement
Advertisement
LMARX vs VRTIX
LMARX vs VRTIX Comparison
Open Charts LMARX vs VRTIX
ClearBridge Small Cap R
Price$63.53
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets723.37M
Vanguard Russell 2000 Index I
Price$390.71
Change+$1.07 (+0.27%)
VolumeN/A
Net Assets14.25B
LMARX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMARX vs. VRTIX commentary
Dec 27, 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 LMARX is a Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. LMARX (723M). VRTIX pays higher dividends than LMARX: VRTIX (1.17) vs LMARX (0.12). 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 : 13.07 vs. LMARX (1.73). VRTIX return over 5 years is better than : 29.26 vs. LMARX (2.64).
| 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 | 2.715 | 14.503 | 19% |
| 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 | 0.12 | 1.17 | 11% |
| Returns for 1 year | 1.73 | 13.07 | 13% |
| Returns for 3 years | 22.85 | 46.54 | 49% |
| Returns for 5 years | 2.64 | 29.26 | 9% |
| Returns for 10 years | 46.70 | 130.53 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers