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LMOIX vs VEXPX
LMOIX vs VEXPX Comparison
Open Charts LMOIX vs VEXPX
ClearBridge Small Cap Growth IS
Price$40.11
Change-$1.74 (-4.16%)
VolumeN/A
CapitalizationN/A
LMOIX vs VEXPX Comparison Chart
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LMOIX vs. VEXPX commentary
Dec 19, 2024
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: 23.9B vs. LMOIX (3.09B). VEXPX pays higher dividends than LMOIX: VEXPX (0.48) vs LMOIX (0.00). LMOIX was incepted earlier than VEXPX: LMOIX (16 years) vs VEXPX (57 years). VEXPX is a more actively managed with annual turnover of: 40.00 vs. LMOIX (13.00). 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 : 17.01 vs. LMOIX (5.20). VEXPX return over 5 years is better than : 22.08 vs. LMOIX (10.16).
| LMOIX | VEXPX | LMOIX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 57 years | - |
| Gain YTD | 3.180 | 14.606 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 23.9B | 13% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 5.20 | 17.01 | 31% |
| Returns for 3 years | -16.78 | -11.82 | 142% |
| Returns for 5 years | 10.16 | 22.08 | 46% |
| Returns for 10 years | 41.05 | 37.31 | 110% |
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