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LMARX vs VSMAX
LMARX vs VSMAX Comparison
Open Charts LMARX vs VSMAX
ClearBridge Small Cap R
Price$60.83
Change+$0.43 (+0.71%)
VolumeN/A
Net Assets707.32M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
LMARX vs VSMAX Comparison Chart in %
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LMARX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. LMARX (707M). 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 : 12.25 vs. LMARX (5.03). VSMAX return over 5 years is better than : 69.54 vs. LMARX (34.69).
| 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 | -1.697 | 1.447 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 148B | 0% |
| Annual Yield % from dividends | 0.14 | 1.40 | 10% |
| Returns for 1 year | 5.03 | 12.25 | 41% |
| Returns for 3 years | 15.61 | 37.95 | 41% |
| Returns for 5 years | 34.69 | 69.54 | 50% |
| Returns for 10 years | 27.15 | 109.34 | 25% |
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