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LMOIX vs VEXPX
LMOIX vs VEXPX Comparison
Open Charts LMOIX vs VEXPX
ClearBridge Small Cap Growth IS
Price$37.44
Change+$0.56 (+1.52%)
VolumeN/A
Net Assets2.16B
LMOIX vs VEXPX Comparison Chart
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LMOIX vs. VEXPX commentary
May 09, 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 LMOIX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. LMOIX (2.16B). VEXPX pays higher dividends than LMOIX: VEXPX (0.44) vs LMOIX (0.00). LMOIX was incepted earlier than VEXPX: LMOIX (17 years) vs VEXPX (57 years). LMOIX (0.78) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. LMOIX (22.00). VEXPX has a lower initial minimum investment than LMOIX: VEXPX (3000) vs LMOIX (1000000). LMOIX annual gain was more profitable for investors over the last year : -5.17 vs. VEXPX (-8.91). VEXPX return over 5 years is better than : 12.66 vs. LMOIX (2.36).
| LMOIX | VEXPX | LMOIX / VEXPX | |
| Total Expense Ratio | 0.78 | 0.44 | 177% |
| Annual Report Gross Expense Ratio | 0.78 | 0.44 | 177% |
| Fund Existence | 17 years | 57 years | - |
| Gain YTD | -7.010 | -9.187 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 18.9B | 11% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -5.17 | -8.91 | 58% |
| Returns for 3 years | 3.80 | 7.48 | 51% |
| Returns for 5 years | 2.36 | 12.66 | 19% |
| Returns for 10 years | 24.51 | 6.76 | 363% |
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