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LMOIX vs VISGX
LMOIX vs VISGX Comparison
Open Charts LMOIX vs VISGX
ClearBridge Small Cap Growth IS
Price$34.35
Change+$0.48 (+1.42%)
VolumeN/A
Net Assets2.07B
Vanguard Small Cap Growth Index I
Price$66.43
Change+$1.04 (+1.59%)
VolumeN/A
Net Assets33.7B
LMOIX vs VISGX Comparison Chart
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LMOIX vs. VISGX commentary
Apr 12, 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 VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 33.7B vs. LMOIX (2.07B). VISGX pays higher dividends than LMOIX: VISGX (0.46) 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 is a more actively managed with annual turnover of: 22.00 vs. VISGX (19.00). 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 : -7.93 vs. LMOIX (-16.90). VISGX return over 5 years is better than : 44.21 vs. LMOIX (6.85).
| 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 | -14.599 | -16.907 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 33.7B | 6% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -16.90 | -7.93 | 213% |
| Returns for 3 years | -20.44 | -1.66 | 1,230% |
| Returns for 5 years | 6.85 | 44.21 | 15% |
| Returns for 10 years | 11.82 | 76.02 | 16% |
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