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LMOIX vs VEXRX
LMOIX vs VEXRX Comparison
Open Charts LMOIX vs VEXRX
ClearBridge Small Cap Growth IS
Price$41.61
Change+$0.24 (+0.58%)
VolumeN/A
Net Assets2.24B
Vanguard Explorer Adm
Price$105.81
Change-$0.36 (-0.34%)
VolumeN/A
Net Assets19.88B
LMOIX vs VEXRX Comparison Chart in %
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LMOIX vs. VEXRX commentary
Aug 08, 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.9B vs. LMOIX (2.24B). VEXRX pays higher dividends than LMOIX: VEXRX (0.52) vs LMOIX (0.00). LMOIX was incepted earlier than VEXRX: LMOIX (17 years) vs VEXRX (24 years). LMOIX (0.78) is less costly to investors than VEXRX (0.33). VEXRX is a more actively managed with annual turnover of: 35.00 vs. LMOIX (22.00). VEXRX has a lower initial minimum investment than LMOIX: VEXRX (50000) vs LMOIX (1000000). LMOIX annual gain was more profitable for investors over the last year : 9.18 vs. VEXRX (2.64). VEXRX return over 5 years is better than : 3.63 vs. LMOIX (-9.67).
| LMOIX | VEXRX | LMOIX / VEXRX | |
| Total Expense Ratio | 0.78 | 0.33 | 236% |
| Annual Report Gross Expense Ratio | 0.78 | 0.33 | 236% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 4.312 | -0.636 | -677% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 19.9B | 11% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | 9.18 | 2.64 | 348% |
| Returns for 3 years | 0.83 | 7.25 | 11% |
| Returns for 5 years | -9.67 | 3.63 | -266% |
| Returns for 10 years | 37.17 | 17.51 | 212% |
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