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LMOIX vs VSGIX
LMOIX vs VSGIX Comparison
Open Charts LMOIX vs VSGIX
ClearBridge Small Cap Growth IS
Price$44.48
Change-$0.45 (-1.00%)
VolumeN/A
Net Assets2.32B
Vanguard Small Cap Growth Index I
Price$84.01
Change-$0.83 (-0.98%)
VolumeN/A
Net Assets38.63B
LMOIX vs VSGIX Comparison Chart in %
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LMOIX vs. VSGIX commentary
Sep 14, 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 Buy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. LMOIX (2.32B). VSGIX pays higher dividends than LMOIX: VSGIX (0.52) vs LMOIX (0.00). LMOIX was incepted earlier than VSGIX: LMOIX (17 years) vs VSGIX (25 years). LMOIX (0.78) is less costly to investors than VSGIX (0.06). LMOIX (22.00) and VSGIX (21.00) have comparable annual turnover. LMOIX has a lower initial minimum investment than VSGIX: LMOIX (1000000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 17.14 vs. LMOIX (11.90). VSGIX return over 5 years is better than : 45.83 vs. LMOIX (2.84).
| LMOIX | VSGIX | LMOIX / VSGIX | |
| Total Expense Ratio | 0.78 | 0.06 | 1,300% |
| Annual Report Gross Expense Ratio | 0.78 | 0.06 | 1,300% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 12.153 | 6.636 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 38.6B | 6% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | 11.90 | 17.14 | 69% |
| Returns for 3 years | 15.71 | 38.89 | 40% |
| Returns for 5 years | 2.84 | 45.83 | 6% |
| Returns for 10 years | 57.12 | 141.94 | 40% |
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