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LMOIX vs VSGIX
LMOIX vs VSGIX Comparison
Open Charts LMOIX vs VSGIX
ClearBridge Small Cap Growth IS
Price$42.18
Change+$0.17 (+0.40%)
VolumeN/A
Net Assets2.08B
Vanguard Small Cap Growth Index I
Price$80.77
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets39.74B
LMOIX vs VSGIX Comparison Chart in %
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LMOIX vs. VSGIX commentary
Nov 20, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. LMOIX (2.08B). VSGIX pays higher dividends than LMOIX: VSGIX (0.55) vs LMOIX (0.00). LMOIX was incepted earlier than VSGIX: LMOIX (17 years) vs VSGIX (26 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 : 1.75 vs. LMOIX (-2.91). VSGIX return over 5 years is better than : 19.37 vs. LMOIX (-16.21).
| 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 | 26 years | - |
| Gain YTD | 5.925 | 2.498 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 39.7B | 5% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -2.91 | 1.75 | -166% |
| Returns for 3 years | 8.83 | 38.00 | 23% |
| Returns for 5 years | -16.21 | 19.37 | -84% |
| Returns for 10 years | 44.02 | 136.19 | 32% |