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LMOIX vs VSGIX
LMOIX vs VSGIX Comparison
Open Charts LMOIX vs VSGIX
ClearBridge Small Cap Growth IS
Price$34.52
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets2.1B
Vanguard Small Cap Growth Index I
Price$66.19
Change-$0.96 (-1.43%)
VolumeN/A
Net Assets33.7B
LMOIX vs VSGIX Comparison Chart
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VS
VS
LMOIX vs. VSGIX commentary
Apr 17, 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 StrongBuy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. LMOIX (2.1B). VSGIX pays higher dividends than LMOIX: VSGIX (0.61) 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 is a more actively managed with annual turnover of: 22.00 vs. VSGIX (19.00). 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 : -1.60 vs. LMOIX (-11.75). VSGIX return over 5 years is better than : 50.45 vs. LMOIX (11.50).
| 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 | -12.708 | -14.782 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 33.7B | 6% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -11.75 | -1.60 | 733% |
| Returns for 3 years | -19.06 | 0.45 | -4,223% |
| Returns for 5 years | 11.50 | 50.45 | 23% |
| Returns for 10 years | 15.82 | 82.78 | 19% |
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