Interact to see
Advertisement
Advertisement
LMSAX vs VSMAX
LMSAX vs VSMAX Comparison
Open Charts LMSAX vs VSMAX
ClearBridge Small Cap A
Price$38.71
Change+$0.28 (+0.73%)
VolumeN/A
Net Assets707.32M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
LMSAX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMSAX vs. VSMAX commentary
Jul 06, 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: 148B vs. LMSAX (707M). 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 : 12.25 vs. LMSAX (3.40). VSMAX return over 5 years is better than : 69.54 vs. LMSAX (27.10).
| 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 | -1.501 | 1.447 | -104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 148B | 0% |
| Annual Yield % from dividends | 1.02 | 1.40 | 73% |
| Returns for 1 year | 3.40 | 12.25 | 28% |
| Returns for 3 years | 13.99 | 37.95 | 37% |
| Returns for 5 years | 27.10 | 69.54 | 39% |
| Returns for 10 years | 12.16 | 109.34 | 11% |