LSIFX
Price
$138.25
Change
+$1.34 (+0.98%)
Updated
Jan 9 closing price
Net Assets
4.36B
VTSMX
Price
$166.64
Change
+$1.08 (+0.65%)
Updated
Jan 9 closing price
Net Assets
2.06T
Interact to see
Advertisement

LSIFX vs VTSMX

Header iconLSIFX vs VTSMX Comparison
Open Charts LSIFX vs VTSMXBanner chart's image
ClearBridge Growth IS
Price$138.25
Change+$1.34 (+0.98%)
VolumeN/A
Net Assets4.36B
Vanguard Total Stock Mkt Idx I
Price$166.64
Change+$1.08 (+0.65%)
VolumeN/A
Net Assets2.06T
LSIFX vs VTSMX Comparison Chart in %
View a ticker or compare two or three
VS
LSIFX vs. VTSMX commentary
Jan 12, 2026

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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. LSIFX (4.36B). 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: 26.00 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 : 17.46 vs. LSIFX (-0.01). VTSMX return over 5 years is better than : 72.59 vs. LSIFX (-34.73).
LSIFXVTSMXLSIFX / VTSMX
Total Expense Ratio0.740.14529%
Annual Report Gross Expense Ratio0.740.14529%
Fund Existence17 years34 years-
Gain YTD1.9922.12794%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets4.36B2.06T0%
Annual Yield % from dividends0.001.02-
Returns for 1 year-0.0117.46-0%
Returns for 3 years9.0775.5212%
Returns for 5 years-34.7372.59-48%
Returns for 10 years-25.89260.42-10%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TPLIX13.660.19
+1.41%
Timothy Plan Large/Mid Cap Growth I
DRGVX50.940.40
+0.79%
BNY Mellon Dynamic Value Fund I
DFUEX33.980.23
+0.68%
DFA US Social Core Equity 2 Portfolio
OFSAX22.860.14
+0.62%
Olstein Strategic Opportunities A
TEMGX9.820.05
+0.51%
Templeton Global Smaller Comp A