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LMOIX vs VSGAX
LMOIX vs VSGAX Comparison
Open Charts LMOIX vs VSGAX
ClearBridge Small Cap Growth IS
Price$39.61
Change-$0.62 (-1.54%)
VolumeN/A
Net Assets2.25B
Vanguard Small Cap Growth Index Admiral
Price$93.96
Change-$1.57 (-1.64%)
VolumeN/A
Net Assets34.95B
LMOIX vs VSGAX Comparison Chart
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LMOIX vs. VSGAX commentary
Jun 16, 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. LMOIX (2.25B). VSGAX pays higher dividends than LMOIX: VSGAX (0.57) vs LMOIX (0.00). LMOIX was incepted earlier than VSGAX: LMOIX (17 years) vs VSGAX (14 years). LMOIX (0.78) is less costly to investors than VSGAX (0.07). LMOIX (22.00) and VSGAX (21.00) have comparable annual turnover. VSGAX has a lower initial minimum investment than LMOIX: VSGAX (3000) vs LMOIX (1000000). VSGAX annual gain was more profitable for investors over the last year : 7.16 vs. LMOIX (0.64). VSGAX return over 5 years is better than : 40.57 vs. LMOIX (4.95).
| LMOIX | VSGAX | LMOIX / VSGAX | |
| Total Expense Ratio | 0.78 | 0.07 | 1,114% |
| Annual Report Gross Expense Ratio | 0.78 | 0.07 | 1,114% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -0.126 | -4.503 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 35B | 6% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | 0.64 | 7.16 | 9% |
| Returns for 3 years | 15.11 | 38.65 | 39% |
| Returns for 5 years | 4.95 | 40.57 | 12% |
| Returns for 10 years | 28.77 | 101.45 | 28% |
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