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LSIFX vs VTSMX
LSIFX vs VTSMX Comparison
Open Charts LSIFX vs VTSMX
ClearBridge Growth IS
Price$153.31
Change+$1.20 (+0.79%)
VolumeN/A
Net Assets4.43B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
LSIFX vs VTSMX Comparison Chart in %
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LSIFX vs. VTSMX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. LSIFX (4.43B). VTSMX pays higher dividends than LSIFX: VTSMX (1.07) vs LSIFX (0.00). LSIFX was incepted earlier than VTSMX: LSIFX (17 years) vs VTSMX (33 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 : 18.03 vs. LSIFX (8.84). VTSMX return over 5 years is better than : 84.94 vs. LSIFX (-22.79).
| 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 | 33 years | - |
| Gain YTD | 13.215 | 10.330 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 1.95T | 0% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 8.84 | 18.03 | 49% |
| Returns for 3 years | 9.82 | 63.63 | 15% |
| Returns for 5 years | -22.79 | 84.94 | -27% |
| Returns for 10 years | -27.20 | 224.15 | -12% |
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