Compare trend and price LMOIX vs VSGIX
LMOIX vs VSGIX Comparison
Open Charts LMOIX vs VSGIX
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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VS
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LMOIX vs VSGIX Comparison Chart
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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).
| 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 | 15 years | 23 years | - |
| Gain YTD | -1.661 | 6.231 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 13.3B | 30% |
| Annual Yield % from dividends | 0.00 | 0.69 | - |
| Returns for 1 year | 2.60 | 6.76 | 38% |
| Returns for 3 years | -11.59 | 0.57 | -2,034% |
| Returns for 5 years | -9.58 | 14.60 | -66% |
| Returns for 10 years | 70.61 | 93.78 | 75% |
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