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LMOIX vs VSGIX
LMOIX vs VSGIX Comparison
Open Charts LMOIX vs VSGIX
ClearBridge Small Cap Growth IS
Price$41.09
Change+$0.29 (+0.71%)
VolumeN/A
Net Assets2.26B
Vanguard Small Cap Growth Index I
Price$79.12
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets36.92B
LMOIX vs VSGIX Comparison Chart in %
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VS
VS
LMOIX vs. VSGIX commentary
Jul 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.9B vs. LMOIX (2.26B). VSGIX pays higher dividends than LMOIX: VSGIX (0.55) 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 : 8.41 vs. LMOIX (-0.78). VSGIX return over 5 years is better than : 36.72 vs. LMOIX (-3.64).
| 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 | 2.874 | -0.129 | -2,222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 36.9B | 6% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -0.78 | 8.41 | -9% |
| Returns for 3 years | 12.46 | 38.53 | 32% |
| Returns for 5 years | -3.64 | 36.72 | -10% |
| Returns for 10 years | 35.59 | 111.41 | 32% |
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