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LMARX vs VSMAX
LMARX vs VSMAX Comparison
Open Charts LMARX vs VSMAX
ClearBridge Small Cap R
Price$63.09
Change-$0.52 (-0.82%)
VolumeN/A
Net Assets725.04M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
LMARX vs VSMAX Comparison Chart in %
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LMARX vs. VSMAX commentary
Aug 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. LMARX (725M). VSMAX pays higher dividends than LMARX: VSMAX (1.37) vs LMARX (0.14). 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 : 9.17 vs. LMARX (3.62). VSMAX return over 5 years is better than : 57.73 vs. LMARX (25.04).
| 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 | 1.955 | 2.517 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 725M | 154B | 0% |
| Annual Yield % from dividends | 0.14 | 1.37 | 10% |
| Returns for 1 year | 3.62 | 9.17 | 39% |
| Returns for 3 years | 4.86 | 20.48 | 24% |
| Returns for 5 years | 25.04 | 57.73 | 43% |
| Returns for 10 years | 33.58 | 113.12 | 30% |
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