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LMOIX vs VEXPX
LMOIX vs VEXPX Comparison
Open Charts LMOIX vs VEXPX
ClearBridge Small Cap Growth IS
Price$41.40
Change+$0.43 (+1.05%)
VolumeN/A
Net Assets2.26B
LMOIX vs VEXPX Comparison Chart in %
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LMOIX vs. VEXPX commentary
Jul 19, 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 StrongBuy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.1B vs. LMOIX (2.26B). 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 : -2.68 vs. VEXPX (-3.60). VEXPX return over 5 years is better than : 10.32 vs. LMOIX (-3.24).
| 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 | 3.303 | 0.409 | 808% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 20.1B | 11% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | -2.68 | -3.60 | 75% |
| Returns for 3 years | 13.58 | 20.64 | 66% |
| Returns for 5 years | -3.24 | 10.32 | -31% |
| Returns for 10 years | 36.25 | 17.11 | 212% |
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