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LMOIX vs VSGIX
LMOIX vs VSGIX Comparison
Open Charts LMOIX vs VSGIX
ClearBridge Small Cap Growth IS
Price$39.61
Change-$0.62 (-1.54%)
VolumeN/A
Net Assets2.25B
Vanguard Small Cap Growth Index I
Price$75.25
Change-$1.25 (-1.63%)
VolumeN/A
Net Assets34.95B
LMOIX vs VSGIX Comparison Chart
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VS
VS
LMOIX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. LMOIX (2.25B). VSGIX pays higher dividends than LMOIX: VSGIX (0.58) 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 : 7.16 vs. LMOIX (0.64). VSGIX return over 5 years is better than : 40.60 vs. LMOIX (4.95).
| 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 | -0.126 | -4.502 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 35B | 6% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 0.64 | 7.16 | 9% |
| Returns for 3 years | 15.11 | 38.64 | 39% |
| Returns for 5 years | 4.95 | 40.60 | 12% |
| Returns for 10 years | 28.77 | 101.47 | 28% |
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