LMARX
Price
$62.17
Change
+$0.33 (+0.53%)
Updated
Jul 25 closing price
Net Assets
719.26M
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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LMARX vs VSMAX

Header iconLMARX vs VSMAX Comparison
Open Charts LMARX vs VSMAXBanner chart's image
ClearBridge Small Cap R
Price$62.17
Change+$0.33 (+0.53%)
VolumeN/A
Net Assets719.26M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
LMARX vs VSMAX Comparison Chart in %
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VS
LMARX vs. VSMAX commentary
Jul 28, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. LMARX (719M). VSMAX pays higher dividends than LMARX: VSMAX (1.40) 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 : 8.49 vs. LMARX (-0.64). VSMAX return over 5 years is better than : 66.87 vs. LMARX (31.13).
LMARXVSMAXLMARX / VSMAX
Total Expense Ratio1.430.052,860%
Annual Report Gross Expense Ratio1.430.052,860%
Fund Existence19 years25 years-
Gain YTD0.4692.80417%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets719M153B0%
Annual Yield % from dividends0.141.4010%
Returns for 1 year-0.648.49-8%
Returns for 3 years13.4034.2739%
Returns for 5 years31.1366.8747%
Returns for 10 years32.30115.2128%
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