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LMARX vs VSMAX
LMARX vs VSMAX Comparison
Open Charts LMARX vs VSMAX
ClearBridge Small Cap R
Price$63.53
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets723.37M
Vanguard Small Cap Index Admiral Shares
Price$125.96
Change-$0.24 (-0.19%)
VolumeN/A
Net Assets163.34B
LMARX vs VSMAX Comparison Chart in %
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LMARX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 163B vs. LMARX (723M). VSMAX pays higher dividends than LMARX: VSMAX (1.32) vs LMARX (0.12). LMARX was incepted earlier than VSMAX: LMARX (19 years) vs VSMAX (25 years). LMARX (1.43) is less costly to investors than VSMAX (0.05). LMARX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (13.00). LMARX has a lower initial minimum investment than VSMAX: LMARX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 8.23 vs. LMARX (1.73). VSMAX return over 5 years is better than : 36.49 vs. LMARX (2.64).
| LMARX | VSMAX | LMARX / VSMAX | |
| Total Expense Ratio | 1.43 | 0.05 | 2,860% |
| Annual Report Gross Expense Ratio | 1.43 | 0.05 | 2,860% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 2.715 | 9.847 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723M | 163B | 0% |
| Annual Yield % from dividends | 0.12 | 1.32 | 9% |
| Returns for 1 year | 1.73 | 8.23 | 21% |
| Returns for 3 years | 22.85 | 44.94 | 51% |
| Returns for 5 years | 2.64 | 36.49 | 7% |
| Returns for 10 years | 46.70 | 143.87 | 32% |
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