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LMSAX vs VSMAX
LMSAX vs VSMAX Comparison
Open Charts LMSAX vs VSMAX
ClearBridge Small Cap A
Price$40.68
Change-$0.10 (-0.25%)
VolumeN/A
Net Assets720.75M
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
LMSAX vs VSMAX Comparison Chart in %
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LMSAX vs. VSMAX commentary
Oct 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 LMSAX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. LMSAX (721M). VSMAX pays higher dividends than LMSAX: VSMAX (1.34) vs LMSAX (0.93). LMSAX was incepted earlier than VSMAX: LMSAX (17 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 : 4.95 vs. LMSAX (-3.84). VSMAX return over 5 years is better than : 55.46 vs. LMSAX (19.31).
| 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 | 17 years | 25 years | - |
| Gain YTD | 3.511 | 5.599 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 721M | 162B | 0% |
| Annual Yield % from dividends | 0.93 | 1.34 | 69% |
| Returns for 1 year | -3.84 | 4.95 | -78% |
| Returns for 3 years | 21.59 | 42.02 | 51% |
| Returns for 5 years | 19.31 | 55.46 | 35% |
| Returns for 10 years | 23.00 | 130.86 | 18% |
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