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LMOIX vs VEXPX
LMOIX vs VEXPX Comparison
Open Charts LMOIX vs VEXPX
ClearBridge Small Cap Growth IS
Price$42.79
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets2.3B
LMOIX vs VEXPX Comparison Chart in %
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LMOIX vs. VEXPX commentary
Aug 18, 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 VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. LMOIX (2.3B). VEXPX pays higher dividends than LMOIX: VEXPX (0.40) vs LMOIX (0.00). LMOIX was incepted earlier than VEXPX: LMOIX (17 years) vs VEXPX (58 years). LMOIX (0.78) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. LMOIX (22.00). VEXPX has a lower initial minimum investment than LMOIX: VEXPX (3000) vs LMOIX (1000000). LMOIX annual gain was more profitable for investors over the last year : 5.63 vs. VEXPX (-1.90). VEXPX return over 5 years is better than : 5.07 vs. LMOIX (-5.81).
| LMOIX | VEXPX | LMOIX / VEXPX | |
| Total Expense Ratio | 0.78 | 0.44 | 177% |
| Annual Report Gross Expense Ratio | 0.78 | 0.44 | 177% |
| Fund Existence | 17 years | 58 years | - |
| Gain YTD | 7.892 | 1.235 | 639% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 19.9B | 12% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 5.63 | -1.90 | -297% |
| Returns for 3 years | 2.17 | 5.40 | 40% |
| Returns for 5 years | -5.81 | 5.07 | -115% |
| Returns for 10 years | 44.12 | 19.92 | 222% |
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