LMOIX
Price
$36.66
Change
-$0.82 (-2.19%)
Updated
Sep 22, 6:59 PM EST
VSGIX
Price
$59.93
Change
-$0.09 (-0.15%)
Updated
Sep 22, 6:59 PM EST

Compare trend and price LMOIX vs VSGIX

Header iconLMOIX vs VSGIX Comparison
Open Charts LMOIX vs VSGIXBanner chart's image
ClearBridge Small Cap Growth IS
Price$36.66
Change-$0.82 (-2.19%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$59.93
Change-$0.09 (-0.15%)
VolumeN/A
CapitalizationN/A
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LMOIX vs VSGIX Comparison Chart

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VS
LMOIX vs. VSGIX commentary
Sep 25, 2023

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 StrongSell.

FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 13.3B vs. LMOIX (3.93B). VSGIX pays higher dividends than LMOIX: VSGIX (0.69) vs LMOIX (0.00). LMOIX was incepted earlier than VSGIX: LMOIX (15 years) vs VSGIX (23 years). LMOIX (0.78) is less costly to investors than VSGIX (0.06). VSGIX is a more actively managed with annual turnover of: 24.00 vs. LMOIX (9.00). 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 : 6.76 vs. LMOIX (2.60). VSGIX return over 5 years is better than : 14.60 vs. LMOIX (-9.58).
LMOIXVSGIXLMOIX / VSGIX
Total Expense Ratio0.780.061,300%
Annual Report Gross Expense Ratio0.780.061,300%
Fund Existence15 years23 years-
Gain YTD-1.6616.231-27%
Front LoadN/AN/A-
Min. Initial Investment1000000500000020%
Min. Initial Investment IRAN/AN/A-
Net Assets3.93B13.3B30%
Annual Yield % from dividends0.000.69-
Returns for 1 year2.606.7638%
Returns for 3 years-11.590.57-2,034%
Returns for 5 years-9.5814.60-66%
Returns for 10 years70.6193.7875%
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