LMOIX Alternatives & Similar Mutual Funds

ClearBridge Small Cap Growth Fund Class IS (LMOIX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LMOIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to LMOIX

LMOIX charges 0.78% annually. There are 17 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	LMOIX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	42.80B	May 2000	LMOIX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	42.80B	Sep 2011	LMOIX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	LMOIX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	—	May 1998	LMOIX vs VISGX

Best Risk-Adjusted Alternatives to LMOIX

LMOIX has a PortfoliosLab risk / return rank of 24. There are 112 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	LMOIX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	LMOIX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	94	—	Dec 2016	LMOIX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	94	—	Sep 2001	LMOIX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	90	—	Dec 1995	LMOIX vs OBMCX

Top Performing LMOIX Alternatives (YTD)

LMOIX is at 12.73% YTD. There are 99 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 82.25%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	82.25%	—	Dec 2016	LMOIX vs NESIX
NESGX	Needham Small Cap Growth Fund	81.77%	—	May 2002	LMOIX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	59.81%	—	Dec 2016	LMOIX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	59.55%	—	Sep 2001	LMOIX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	45.67%	—	Dec 1995	LMOIX vs OBMCX

Lowest Volatility Alternatives to LMOIX

LMOIX has 20.35% 1-year volatility. There are 82 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.15%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.15%	—	Nov 1995	LMOIX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.15%	—	Jul 2011	LMOIX vs CMCIX
NBGNX	Neuberger Berman Genesis Fund	16.04%	—	Sep 1988	LMOIX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.04%	—	Jul 1999	LMOIX vs NBGIX
ETEGX	Eaton Vance Small-Cap Fund	16.05%	—	Jan 1997	LMOIX vs ETEGX

Lowest Drawdown Alternatives to LMOIX

LMOIX has a 1-year max drawdown of -13.78%. There are 96 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	LMOIX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	LMOIX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	LMOIX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	LMOIX vs EMCAX
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	LMOIX vs RFIMX

Other Mutual Funds from ClearBridge

The 2 most viewed ClearBridge mutual funds shown here include LGVAX, SOPYX and span 2 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LGVAX	ClearBridge Value Fund Class A	Large Cap Value Equities	55	11.52%	—	Feb 2009	LMOIX vs LGVAX
SOPYX	ClearBridge Dividend Strategy Fund Class I	Dividend	32	5.89%	—	Feb 1996	LMOIX vs SOPYX

Often Compared With LMOIX

Investors most often compare LMOIX with ETMGX, PXQSX, CTSIX. These 16 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ETMGX	Eaton Vance Tax-Managed Small-Cap Fund	Small Cap Growth Equities	3	2.05%	—	Sep 1997	LMOIX vs ETMGX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	2	1.48%	—	Jun 2006	LMOIX vs PXQSX
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	75	35.59%	—	Mar 2011	LMOIX vs CTSIX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	1	-6.20%	—	May 1987	LMOIX vs NCLEX
ALFAX	Lord Abbett Alpha Strategy Fund	Small Cap Growth Equities	55	18.69%	—	Mar 1998	LMOIX vs ALFAX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	88	37.34%	—	Jan 2003	LMOIX vs HRSMX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	16	6.39%	—	Jun 1993	LMOIX vs VLEOX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	4	17.73%	—	Mar 2000	LMOIX vs KSCOX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	47	21.31%	—	Sep 1994	LMOIX vs SSCPX
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	80	25.51%	—	Nov 2013	LMOIX vs DMCRX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	4	17.61%	—	Dec 2001	LMOIX vs KSOAX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	37	11.37%	—	Feb 2005	LMOIX vs JATTX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	37	11.41%	—	Feb 2005	LMOIX vs JANIX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	83	26.22%	—	Oct 2008	LMOIX vs FGROX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	37	11.47%	—	May 2012	LMOIX vs JGMNX
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	82	26.02%	—	Oct 1992	LMOIX vs HSPGX

Compare LMOIX with Any Fund or Stock

Compare LMOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair LMOIX with funds that move differently

ClearBridge Small Cap Growth Fund Class IS alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LMOIX.

Explore LMOIX Diversifiers

ClearBridge Small Cap Growth Fund Class IS (LMOIX) Alternatives