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LMARX vs VSMAX
LMARX vs VSMAX Comparison
Open Charts LMARX vs VSMAX
ClearBridge Small Cap R
Price$63.87
Change-$0.16 (-0.25%)
VolumeN/A
Net Assets718.07M
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
LMARX vs VSMAX Comparison Chart in %
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LMARX vs. VSMAX commentary
Oct 21, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. LMARX (718M). VSMAX pays higher dividends than LMARX: VSMAX (1.34) vs LMARX (0.13). 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 : 4.95 vs. LMARX (-2.31). VSMAX return over 5 years is better than : 55.46 vs. LMARX (26.51).
| 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 | 3.216 | 5.599 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 162B | 0% |
| Annual Yield % from dividends | 0.13 | 1.34 | 9% |
| Returns for 1 year | -2.31 | 4.95 | -47% |
| Returns for 3 years | 23.31 | 42.02 | 55% |
| Returns for 5 years | 26.51 | 55.46 | 48% |
| Returns for 10 years | 39.54 | 130.86 | 30% |