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LMOIX vs VSGAX
LMOIX vs VSGAX Comparison
Open Charts LMOIX vs VSGAX
ClearBridge Small Cap Growth IS
Price$40.11
Change-$1.74 (-4.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$98.93
Change-$4.57 (-4.42%)
VolumeN/A
CapitalizationN/A
LMOIX vs VSGAX Comparison Chart
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LMOIX vs. VSGAX 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. LMOIX (3.09B). VSGAX pays higher dividends than LMOIX: VSGAX (0.66) vs LMOIX (0.00). LMOIX was incepted earlier than VSGAX: LMOIX (16 years) vs VSGAX (13 years). VSGAX is a more actively managed with annual turnover of: 19.00 vs. LMOIX (13.00). VSGAX has a lower initial minimum investment than LMOIX: VSGAX (3000) vs LMOIX (1000000). VSGAX annual gain was more profitable for investors over the last year : 24.05 vs. LMOIX (5.20). VSGAX return over 5 years is better than : 49.70 vs. LMOIX (10.16).
| LMOIX | VSGAX | LMOIX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 3.180 | 22.062 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 40.7B | 8% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 5.20 | 24.05 | 22% |
| Returns for 3 years | -16.78 | 8.33 | -202% |
| Returns for 5 years | 10.16 | 49.70 | 20% |
| Returns for 10 years | 41.05 | 140.15 | 29% |
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