Interact to see
Advertisement
Advertisement
LMOIX vs VISGX
LMOIX vs VISGX Comparison
Open Charts LMOIX vs VISGX
ClearBridge Small Cap Growth IS
Price$40.02
Change+$0.46 (+1.16%)
VolumeN/A
Net Assets2.26B
Vanguard Small Cap Growth Index I
Price$76.40
Change+$0.78 (+1.03%)
VolumeN/A
Net Assets34.95B
LMOIX vs VISGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMOIX vs. VISGX commentary
Jun 07, 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 Buy and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. LMOIX (2.26B). VISGX pays higher dividends than LMOIX: VISGX (0.44) vs LMOIX (0.00). LMOIX was incepted earlier than VISGX: LMOIX (17 years) vs VISGX (27 years). LMOIX (0.78) is less costly to investors than VISGX (0.19). LMOIX (22.00) and VISGX (21.00) have comparable annual turnover. VISGX has a lower initial minimum investment than LMOIX: VISGX (3000) vs LMOIX (1000000). VISGX annual gain was more profitable for investors over the last year : 8.07 vs. LMOIX (0.48). VISGX return over 5 years is better than : 33.78 vs. LMOIX (-1.91).
| LMOIX | VISGX | LMOIX / VISGX | |
| Total Expense Ratio | 0.78 | 0.19 | 411% |
| Annual Report Gross Expense Ratio | 0.78 | 0.19 | 411% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | -0.252 | -3.908 | 6% |
| 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 | 35B | 6% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 0.48 | 8.07 | 6% |
| Returns for 3 years | 1.41 | 22.88 | 6% |
| Returns for 5 years | -1.91 | 33.78 | -6% |
| Returns for 10 years | 30.86 | 104.85 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement