LMOIX
Price
$41.40
Change
+$0.45 (+1.10%)
Updated
Jul 3 closing price
Net Assets
2.3B
VSGAX
Price
$98.98
Change
+$1.00 (+1.02%)
Updated
Jul 3 closing price
Net Assets
34.95B
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LMOIX vs VSGAX

Header iconLMOIX vs VSGAX Comparison
Open Charts LMOIX vs VSGAXBanner chart's image
ClearBridge Small Cap Growth IS
Price$41.40
Change+$0.45 (+1.10%)
VolumeN/A
Net Assets2.3B
Vanguard Small Cap Growth Index Admiral
Price$98.98
Change+$1.00 (+1.02%)
VolumeN/A
Net Assets34.95B
LMOIX vs VSGAX Comparison Chart in %
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VS
LMOIX vs. VSGAX commentary
Jul 07, 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 StrongBuy and VSGAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. LMOIX (2.3B). VSGAX pays higher dividends than LMOIX: VSGAX (0.54) 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 : 12.95 vs. LMOIX (4.78). VSGAX return over 5 years is better than : 40.75 vs. LMOIX (0.90).
LMOIXVSGAXLMOIX / VSGAX
Total Expense Ratio0.780.071,114%
Annual Report Gross Expense Ratio0.780.071,114%
Fund Existence17 years14 years-
Gain YTD4.3870.619709%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.3B35B7%
Annual Yield % from dividends0.000.54-
Returns for 1 year4.7812.9537%
Returns for 3 years15.1941.8736%
Returns for 5 years0.9040.752%
Returns for 10 years38.37116.4133%
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