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LMOIX vs VSGIX
LMOIX vs VSGIX Comparison
Open Charts LMOIX vs VSGIX
ClearBridge Small Cap Growth IS
Price$37.44
Change+$0.56 (+1.52%)
VolumeN/A
Net Assets2.16B
Vanguard Small Cap Growth Index I
Price$72.52
Change+$1.10 (+1.54%)
VolumeN/A
Net Assets32.98B
LMOIX vs VSGIX Comparison Chart
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LMOIX vs. VSGIX commentary
May 09, 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 (2.16B). 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 : 1.83 vs. LMOIX (-7.22). VSGIX return over 5 years is better than : 39.87 vs. LMOIX (1.97).
| 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 | -7.363 | -9.363 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 33B | 7% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -7.22 | 1.83 | -396% |
| Returns for 3 years | -1.95 | 26.47 | -7% |
| Returns for 5 years | 1.97 | 39.87 | 5% |
| Returns for 10 years | 24.12 | 95.81 | 25% |
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