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LMOIX vs VSGIX
LMOIX vs VSGIX Comparison
Open Charts LMOIX vs VSGIX
ClearBridge Small Cap Growth IS
Price$43.07
Change-$0.75 (-1.71%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$78.95
Change-$1.26 (-1.57%)
VolumeN/A
CapitalizationN/A
LMOIX vs VSGIX Comparison Chart
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VS
VS
LMOIX vs. VSGIX commentary
Nov 18, 2024
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 StrongSell and VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.8B vs. LMOIX (3.31B). VSGIX pays higher dividends than LMOIX: VSGIX (0.67) vs LMOIX (0.00). LMOIX was incepted earlier than VSGIX: LMOIX (16 years) vs VSGIX (25 years). VSGIX is a more actively managed with annual turnover of: 19.00 vs. LMOIX (13.00). 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 : 32.38 vs. LMOIX (19.14). VSGIX return over 5 years is better than : 47.68 vs. LMOIX (8.16).
| LMOIX | VSGIX | LMOIX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 6.188 | 16.261 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 35.8B | 9% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 19.14 | 32.38 | 59% |
| Returns for 3 years | -29.81 | -6.64 | 449% |
| Returns for 5 years | 8.16 | 47.68 | 17% |
| Returns for 10 years | 44.68 | 131.66 | 34% |
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