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LMSAX vs VSMAX
LMSAX vs VSMAX Comparison
Open Charts LMSAX vs VSMAX
ClearBridge Small Cap A
Price$39.57
Change+$0.22 (+0.56%)
VolumeN/A
Net Assets719.26M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
LMSAX vs VSMAX Comparison Chart in %
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LMSAX 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 LMSAX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. LMSAX (719M). VSMAX pays higher dividends than LMSAX: VSMAX (1.40) vs LMSAX (1.02). LMSAX was incepted earlier than VSMAX: LMSAX (16 years) vs VSMAX (25 years). LMSAX (1.10) is less costly to investors than VSMAX (0.05). LMSAX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (13.00). LMSAX has a lower initial minimum investment than VSMAX: LMSAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 8.49 vs. LMSAX (-2.20). VSMAX return over 5 years is better than : 66.87 vs. LMSAX (23.72).
| LMSAX | VSMAX | LMSAX / VSMAX | |
| Total Expense Ratio | 1.07 | 0.05 | 2,140% |
| Annual Report Gross Expense Ratio | 1.10 | 0.05 | 2,200% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 0.687 | 2.804 | 25% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 153B | 0% |
| Annual Yield % from dividends | 1.02 | 1.40 | 73% |
| Returns for 1 year | -2.20 | 8.49 | -26% |
| Returns for 3 years | 11.80 | 34.27 | 34% |
| Returns for 5 years | 23.72 | 66.87 | 35% |
| Returns for 10 years | 16.69 | 115.21 | 14% |
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