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LSIFX vs VTSMX
LSIFX vs VTSMX Comparison
Open Charts LSIFX vs VTSMX
ClearBridge Growth IS
Price$153.67
Change-$4.07 (-2.58%)
VolumeN/A
Net Assets4.47B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
LSIFX vs VTSMX Comparison Chart in %
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LSIFX vs. VTSMX commentary
Nov 14, 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 LSIFX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. LSIFX (4.47B). VTSMX pays higher dividends than LSIFX: VTSMX (1.02) vs LSIFX (0.00). LSIFX was incepted earlier than VTSMX: LSIFX (17 years) vs VTSMX (34 years). LSIFX (0.74) is less costly to investors than VTSMX (0.14). LSIFX is a more actively managed with annual turnover of: 22.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LSIFX: VTSMX (3000) vs LSIFX (1000000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. LSIFX (-2.27). VTSMX return over 5 years is better than : 83.98 vs. LSIFX (-25.81).
| LSIFX | VTSMX | LSIFX / VTSMX | |
| Total Expense Ratio | 0.74 | 0.14 | 529% |
| Annual Report Gross Expense Ratio | 0.74 | 0.14 | 529% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 15.611 | 15.972 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -2.27 | 13.42 | -17% |
| Returns for 3 years | 8.80 | 68.22 | 13% |
| Returns for 5 years | -25.81 | 83.98 | -31% |
| Returns for 10 years | -24.10 | 235.40 | -10% |
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