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LMARX vs VRTIX
LMARX vs VRTIX Comparison
Open Charts LMARX vs VRTIX
ClearBridge Small Cap R
Price$63.87
Change-$0.16 (-0.25%)
VolumeN/A
Net Assets718.07M
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
LMARX vs VRTIX Comparison Chart in %
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LMARX vs. VRTIX commentary
Oct 21, 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 Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. LMARX (718M). VRTIX pays higher dividends than LMARX: VRTIX (1.20) vs LMARX (0.13). 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 (12.00). 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 : 7.92 vs. LMARX (-2.31). VRTIX return over 5 years is better than : 52.70 vs. LMARX (26.51).
| 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 | 3.216 | 10.362 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 13.6B | 5% |
| Annual Yield % from dividends | 0.13 | 1.20 | 11% |
| Returns for 1 year | -2.31 | 7.92 | -29% |
| Returns for 3 years | 23.31 | 41.48 | 56% |
| Returns for 5 years | 26.51 | 52.70 | 50% |
| Returns for 10 years | 39.54 | 120.39 | 33% |
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