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LMOIX vs VEXPX
LMOIX vs VEXPX Comparison
Open Charts LMOIX vs VEXPX
ClearBridge Small Cap Growth IS
Price$39.87
Change+$0.24 (+0.61%)
VolumeN/A
Net Assets2.26B
LMOIX vs VEXPX Comparison Chart in %
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LMOIX vs. VEXPX commentary
Jun 20, 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: 19.4B vs. LMOIX (2.26B). VEXPX pays higher dividends than LMOIX: VEXPX (0.42) 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 : 1.55 vs. VEXPX (-3.37). VEXPX return over 5 years is better than : 9.89 vs. LMOIX (0.58).
| 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 | 0.529 | -3.967 | -13% |
| 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 | 19.4B | 12% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 1.55 | -3.37 | -46% |
| Returns for 3 years | 16.99 | 20.32 | 84% |
| Returns for 5 years | 0.58 | 9.89 | 6% |
| Returns for 10 years | 28.49 | 9.22 | 309% |
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