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LMOIX vs VSGAX
LMOIX vs VSGAX Comparison
Open Charts LMOIX vs VSGAX
ClearBridge Small Cap Growth IS
Price$41.09
Change+$0.29 (+0.71%)
VolumeN/A
Net Assets2.26B
Vanguard Small Cap Growth Index Admiral
Price$98.80
Change+$0.55 (+0.56%)
VolumeN/A
Net Assets36.92B
LMOIX vs VSGAX Comparison Chart in %
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LMOIX vs. VSGAX commentary
Jul 15, 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: 36.9B vs. LMOIX (2.26B). VSGAX pays higher dividends than LMOIX: VSGAX (0.54) 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 (22.00) and VSGAX (21.00) have comparable annual turnover. 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 : 8.40 vs. LMOIX (-0.78). VSGAX return over 5 years is better than : 36.70 vs. LMOIX (-3.64).
| 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 | 2.874 | -0.123 | -2,336% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 36.9B | 6% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -0.78 | 8.40 | -9% |
| Returns for 3 years | 12.46 | 38.52 | 32% |
| Returns for 5 years | -3.64 | 36.70 | -10% |
| Returns for 10 years | 35.59 | 111.40 | 32% |
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