ClearBridge Small Cap Growth Fund Class IS (LMOIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LMOIX
LMOIX charges 0.78% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among LMOIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | LMOIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | LMOIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | LMOIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | LMOIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | LMOIX vs VISGX |
Best Risk-Adjusted Alternatives to LMOIX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | LMOIX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | LMOIX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | LMOIX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | LMOIX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | LMOIX vs HRSMX |
Top Performing LMOIX Alternatives (YTD)
LMOIX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | LMOIX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | LMOIX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | LMOIX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | LMOIX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | LMOIX vs OBMCX |
Lowest Volatility Alternatives to LMOIX
LMOIX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | LMOIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | LMOIX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | LMOIX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | LMOIX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | LMOIX vs ETEGX |
Lowest Drawdown Alternatives to LMOIX
LMOIX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | LMOIX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | LMOIX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | LMOIX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | LMOIX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | LMOIX vs CTSIX |
Other Mutual Funds from ClearBridge
Most popular ClearBridge mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ClearBridge Value Fund Class A | Large Cap Value Equities | 24 | -1.19% | Feb 2, 2009 | LMOIX vs LGVAX |
Compare LMOIX with Any Fund or Stock
Compare LMOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.