LMOIX
Price
$36.97
Change
+$0.42 (+1.15%)
Updated
Sep 29, 6:59 PM EST
VSGAX
Price
$75.32
Change
+$0.52 (+0.70%)
Updated
Sep 29, 6:59 PM EST

Compare trend and price LMOIX vs VSGAX

Header iconLMOIX vs VSGAX Comparison
Open Charts LMOIX vs VSGAXBanner chart's image
ClearBridge Small Cap Growth IS
Price$36.97
Change+$0.42 (+1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$75.32
Change+$0.52 (+0.70%)
VolumeN/A
CapitalizationN/A
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LMOIX vs VSGAX Comparison Chart

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VS
LMOIX vs. VSGAX commentary
Oct 01, 2023

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 Sell and VSGAX is a Hold.

FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 13.4B vs. LMOIX (3.96B). VSGAX pays higher dividends than LMOIX: VSGAX (0.68) vs LMOIX (0.00). LMOIX was incepted earlier than VSGAX: LMOIX (15 years) vs VSGAX (12 years). LMOIX (0.78) is less costly to investors than VSGAX (0.07). VSGAX is a more actively managed with annual turnover of: 24.00 vs. LMOIX (9.00). 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 : 9.26 vs. LMOIX (3.94). VSGAX return over 5 years is better than : 15.24 vs. LMOIX (-9.29).
LMOIXVSGAXLMOIX / VSGAX
Total Expense Ratio0.780.071,114%
Annual Report Gross Expense Ratio0.780.071,114%
Fund Existence15 years12 years-
Gain YTD-0.9386.906-14%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets3.96B13.4B30%
Annual Yield % from dividends0.000.68-
Returns for 1 year3.949.2643%
Returns for 3 years-12.170.26-4,747%
Returns for 5 years-9.2915.24-61%
Returns for 10 years69.4691.8376%
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