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 | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | LMOIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | LMOIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | LMOIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | LMOIX vs VRTGX | |
| 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 26. There are 119 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | LMOIX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | LMOIX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | LMOIX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 87 | — | Nov 2013 | LMOIX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | — | Dec 1995 | LMOIX vs OBMCX |
Top Performing LMOIX Alternatives (YTD)
LMOIX is at 15.14% YTD. There are 113 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 65.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 65.50% | — | Dec 2016 | LMOIX vs NESIX | |
| Needham Small Cap Growth Fund | 64.97% | — | May 2002 | LMOIX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 44.90% | — | Dec 2016 | LMOIX vs NEAIX | |
| Needham Aggressive Growth Fund | 44.61% | — | Sep 2001 | LMOIX vs NEAGX | |
| Oberweis Micro Cap Fund | 42.82% | — | Dec 1995 | LMOIX vs OBMCX |
Lowest Volatility Alternatives to LMOIX
LMOIX has 21.26% 1-year volatility. There are 80 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.64% | — | Nov 1995 | LMOIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.34% | — | Jul 2011 | LMOIX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | LMOIX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | LMOIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | LMOIX vs NBGIX |
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 | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | LMOIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | LMOIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | LMOIX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | LMOIX vs EMCAX | |
| 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 | |
|---|---|---|---|---|---|---|---|
| ClearBridge Value Fund Class A | Large Cap Value Equities | 66 | 13.23% | — | Feb 2009 | LMOIX vs LGVAX | |
| ClearBridge Dividend Strategy Fund Class I | Dividend | 55 | 9.26% | — | Feb 1996 | LMOIX vs SOPYX |
Often Compared With LMOIX
Investors most often compare LMOIX with ETMGX, NCLEX, CTSIX. These 15 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare LMOIX with Any Fund or Stock
Compare LMOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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