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LMOIX vs VSGIX
LMOIX vs VSGIX Comparison
Open Charts LMOIX vs VSGIX
ClearBridge Small Cap Growth IS
Price$41.78
Change+$0.43 (+1.04%)
VolumeN/A
Net Assets2.29B
Vanguard Small Cap Growth Index I
Price$80.83
Change+$0.57 (+0.71%)
VolumeN/A
Net Assets36.92B
LMOIX vs VSGIX Comparison Chart in %
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VS
VS
LMOIX vs. VSGIX commentary
Jul 28, 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.9B vs. LMOIX (2.29B). VSGIX pays higher dividends than LMOIX: VSGIX (0.55) vs LMOIX (0.00). LMOIX was incepted earlier than VSGIX: LMOIX (17 years) vs VSGIX (25 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 : 12.32 vs. LMOIX (1.28). VSGIX return over 5 years is better than : 40.33 vs. LMOIX (-1.42).
| 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 | 25 years | - |
| Gain YTD | 5.345 | 2.600 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 36.9B | 6% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 1.28 | 12.32 | 10% |
| Returns for 3 years | 13.10 | 38.29 | 34% |
| Returns for 5 years | -1.42 | 40.33 | -4% |
| Returns for 10 years | 41.44 | 121.77 | 34% |
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