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LMOIX vs VEXRX
LMOIX vs VEXRX Comparison
Open Charts LMOIX vs VEXRX
ClearBridge Small Cap Growth IS
Price$40.11
Change-$1.74 (-4.16%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$113.98
Change-$4.46 (-3.77%)
VolumeN/A
CapitalizationN/A
LMOIX vs VEXRX Comparison Chart
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LMOIX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 23.9B vs. LMOIX (3.09B). VEXRX pays higher dividends than LMOIX: VEXRX (0.58) vs LMOIX (0.00). LMOIX was incepted earlier than VEXRX: LMOIX (16 years) vs VEXRX (23 years). VEXRX is a more actively managed with annual turnover of: 40.00 vs. LMOIX (13.00). VEXRX has a lower initial minimum investment than LMOIX: VEXRX (50000) vs LMOIX (1000000). VEXRX annual gain was more profitable for investors over the last year : 17.14 vs. LMOIX (5.20). VEXRX return over 5 years is better than : 22.14 vs. LMOIX (10.16).
| LMOIX | VEXRX | LMOIX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 3.180 | 14.734 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 23.9B | 13% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 5.20 | 17.14 | 30% |
| Returns for 3 years | -16.78 | -11.87 | 141% |
| Returns for 5 years | 10.16 | 22.14 | 46% |
| Returns for 10 years | 41.05 | 37.47 | 110% |
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