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LMOIX vs VSGIX
LMOIX vs VSGIX Comparison
Open Charts LMOIX vs VSGIX
ClearBridge Small Cap Growth IS
Price$38.31
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets2.1B
Vanguard Small Cap Growth Index I
Price$86.92
Change-$0.37 (-0.42%)
VolumeN/A
Net Assets39.73B
LMOIX vs VSGIX Comparison Chart in %
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VS
VS
LMOIX vs. VSGIX commentary
Dec 27, 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. LMOIX (2.1B). VSGIX pays higher dividends than LMOIX: VSGIX (0.55) vs LMOIX (0.00). LMOIX was incepted earlier than VSGIX: LMOIX (17 years) vs VSGIX (26 years). LMOIX (0.78) is less costly to investors than VSGIX (0.06). LMOIX (22.00) and VSGIX (21.00) have comparable annual turnover. 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 : 7.55 vs. LMOIX (-5.96). VSGIX return over 5 years is better than : 14.43 vs. LMOIX (-27.32).
| 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 | 17 years | 26 years | - |
| Gain YTD | -3.404 | 10.370 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 39.7B | 5% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -5.96 | 7.55 | -79% |
| Returns for 3 years | 3.85 | 56.66 | 7% |
| Returns for 5 years | -27.32 | 14.43 | -189% |
| Returns for 10 years | 33.25 | 155.43 | 21% |
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