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LMOIX vs VEXPX
LMOIX vs VEXPX Comparison
Open Charts LMOIX vs VEXPX
ClearBridge Small Cap Growth IS
Price$36.85
Change-$1.26 (-3.31%)
VolumeN/A
Net Assets2.42B
LMOIX vs VEXPX Comparison Chart
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LMOIX vs. VEXPX commentary
Mar 11, 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 Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 21.4B vs. LMOIX (2.42B). VEXPX pays higher dividends than LMOIX: VEXPX (0.41) 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 (0.45). 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). VEXPX annual gain was more profitable for investors over the last year : -8.03 vs. LMOIX (-9.11). VEXPX return over 5 years is better than : 15.47 vs. LMOIX (9.35).
| LMOIX | VEXPX | LMOIX / VEXPX | |
| Total Expense Ratio | 0.78 | 0.45 | 173% |
| Annual Report Gross Expense Ratio | 0.78 | 0.45 | 173% |
| Fund Existence | 17 years | 57 years | - |
| Gain YTD | -3.908 | -6.420 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.42B | 21.4B | 11% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | -9.11 | -8.03 | 113% |
| Returns for 3 years | -7.57 | -0.09 | 8,686% |
| Returns for 5 years | 9.35 | 15.47 | 60% |
| Returns for 10 years | 29.89 | 12.93 | 231% |
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