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LMOIX vs VSGAX
LMOIX vs VSGAX Comparison
Open Charts LMOIX vs VSGAX
ClearBridge Small Cap Growth IS
Price$34.35
Change+$0.48 (+1.42%)
VolumeN/A
Net Assets2.07B
Vanguard Small Cap Growth Index Admiral
Price$83.07
Change+$1.30 (+1.59%)
VolumeN/A
Net Assets33.7B
LMOIX vs VSGAX Comparison Chart
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LMOIX vs. VSGAX 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33.7B vs. LMOIX (2.07B). VSGAX pays higher dividends than LMOIX: VSGAX (0.60) vs LMOIX (0.00). LMOIX was incepted earlier than VSGAX: LMOIX (17 years) vs VSGAX (14 years). LMOIX (0.78) is less costly to investors than VSGAX (0.07). LMOIX is a more actively managed with annual turnover of: 22.00 vs. VSGAX (19.00). 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 : -7.88 vs. LMOIX (-16.90). VSGAX return over 5 years is better than : 44.48 vs. LMOIX (6.85).
| LMOIX | VSGAX | LMOIX / VSGAX | |
| Total Expense Ratio | 0.78 | 0.07 | 1,114% |
| Annual Report Gross Expense Ratio | 0.78 | 0.07 | 1,114% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -14.599 | -16.892 | 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 | 0.60 | - |
| Returns for 1 year | -16.90 | -7.88 | 215% |
| Returns for 3 years | -20.44 | -1.55 | 1,318% |
| Returns for 5 years | 6.85 | 44.48 | 15% |
| Returns for 10 years | 11.82 | 76.79 | 15% |
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