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LMOIX vs VEXPX
LMOIX vs VEXPX Comparison
Open Charts LMOIX vs VEXPX
ClearBridge Small Cap Growth IS
Price$44.40
Change+$0.35 (+0.79%)
VolumeN/A
Net Assets2.31B
LMOIX vs VEXPX Comparison Chart in %
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LMOIX vs. VEXPX commentary
Aug 30, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. LMOIX (2.31B). VEXPX pays higher dividends than LMOIX: VEXPX (0.40) vs LMOIX (0.00). LMOIX was incepted earlier than VEXPX: LMOIX (17 years) vs VEXPX (58 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 : 7.83 vs. VEXPX (-0.62). VEXPX return over 5 years is better than : 7.07 vs. LMOIX (-5.15).
| 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 | 58 years | - |
| Gain YTD | 11.069 | 3.880 | 285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 19.9B | 12% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 7.83 | -0.62 | -1,265% |
| Returns for 3 years | 13.94 | 16.56 | 84% |
| Returns for 5 years | -5.15 | 7.07 | -73% |
| Returns for 10 years | 58.11 | 30.75 | 189% |
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