Compare trend and price LMOIX vs VSGAX
LMOIX vs VSGAX Comparison
Open Charts LMOIX vs VSGAX
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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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).
| 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 | 15 years | 12 years | - |
| Gain YTD | -0.938 | 6.906 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96B | 13.4B | 30% |
| Annual Yield % from dividends | 0.00 | 0.68 | - |
| Returns for 1 year | 3.94 | 9.26 | 43% |
| Returns for 3 years | -12.17 | 0.26 | -4,747% |
| Returns for 5 years | -9.29 | 15.24 | -61% |
| Returns for 10 years | 69.46 | 91.83 | 76% |
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