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LMOIX vs VEXPX
LMOIX vs VEXPX Comparison
Open Charts LMOIX vs VEXPX
ClearBridge Small Cap Growth IS
Price$34.35
Change+$0.48 (+1.42%)
VolumeN/A
Net Assets2.07B
LMOIX vs VEXPX Comparison Chart
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LMOIX vs. VEXPX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.8B vs. LMOIX (2.07B). 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 (0.45). 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 (-16.52) and LMOIX (-16.90) have marching annual gain over last year. VEXPX return over 5 years is better than : 16.32 vs. LMOIX (6.85).
| 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 | -14.599 | -16.111 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 19.8B | 10% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -16.90 | -16.52 | 102% |
| Returns for 3 years | -20.44 | -13.29 | 154% |
| Returns for 5 years | 6.85 | 16.32 | 42% |
| Returns for 10 years | 11.82 | -3.05 | -387% |
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