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LMOIX vs VSGIX
LMOIX vs VSGIX Comparison
Open Charts LMOIX vs VSGIX
ClearBridge Small Cap Growth IS
Price$38.52
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets2.22B
Vanguard Small Cap Growth Index I
Price$74.47
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets32.98B
LMOIX vs VSGIX Comparison Chart
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LMOIX vs. VSGIX commentary
May 31, 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: 33B vs. LMOIX (2.22B). 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 (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 : 6.30 vs. LMOIX (-2.33). VSGIX return over 5 years is better than : 37.31 vs. LMOIX (-0.10).
| 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 | -2.774 | -5.581 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 33B | 7% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -2.33 | 6.30 | -37% |
| Returns for 3 years | 0.29 | 21.90 | 1% |
| Returns for 5 years | -0.10 | 37.31 | -0% |
| Returns for 10 years | 28.49 | 101.08 | 28% |
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