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LMARX vs VSCIX
LMARX vs VSCIX Comparison
Open Charts LMARX vs VSCIX
ClearBridge Small Cap R
Price$60.83
Change+$0.43 (+0.71%)
VolumeN/A
Net Assets707.32M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
LMARX vs VSCIX Comparison Chart in %
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LMARX vs. VSCIX commentary
Jul 07, 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 VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. LMARX (707M). VSCIX pays higher dividends than LMARX: VSCIX (1.41) vs LMARX (0.14). LMARX was incepted earlier than VSCIX: LMARX (19 years) vs VSCIX (28 years). LMARX (1.43) is less costly to investors than VSCIX (0.04). LMARX is a more actively managed with annual turnover of: 33.00 vs. VSCIX (13.00). LMARX has a lower initial minimum investment than VSCIX: LMARX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 12.26 vs. LMARX (5.03). VSCIX return over 5 years is better than : 69.54 vs. LMARX (34.69).
| LMARX | VSCIX | LMARX / VSCIX | |
| Total Expense Ratio | 1.43 | 0.04 | 3,575% |
| Annual Report Gross Expense Ratio | 1.43 | 0.04 | 3,575% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | -1.697 | 1.448 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 148B | 0% |
| Annual Yield % from dividends | 0.14 | 1.41 | 10% |
| Returns for 1 year | 5.03 | 12.26 | 41% |
| Returns for 3 years | 15.61 | 37.94 | 41% |
| Returns for 5 years | 34.69 | 69.54 | 50% |
| Returns for 10 years | 27.15 | 109.37 | 25% |
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