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FXAIX vs LMESX
FXAIX vs LMESX Comparison
Open Charts FXAIX vs LMESX
ClearBridge Appreciation IS
Price$35.10
Change+$0.26 (+0.75%)
VolumeN/A
Net Assets8.98B
FXAIX vs LMESX Comparison Chart
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FXAIX vs. LMESX commentary
Jan 19, 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 FXAIX is a Hold and LMESX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. LMESX (8.98B). FXAIX pays higher dividends than LMESX: FXAIX (1.31) vs LMESX (0.89). FXAIX was incepted earlier than LMESX: FXAIX (14 years) vs LMESX (16 years). LMESX is a more actively managed with annual turnover of: 13.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than LMESX: FXAIX (0) vs LMESX (1000000). FXAIX annual gain was more profitable for investors over the last year : 27.15 vs. LMESX (14.18). FXAIX return over 5 years is better than : 94.81 vs. LMESX (37.24).
| FXAIX | LMESX | FXAIX / LMESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 2.013 | 1.769 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 8.98B | 6,893% |
| Annual Yield % from dividends | 1.31 | 0.89 | 147% |
| Returns for 1 year | 27.15 | 14.18 | 191% |
| Returns for 3 years | 37.22 | 12.62 | 295% |
| Returns for 5 years | 94.81 | 37.24 | 255% |
| Returns for 10 years | 222.48 | 88.32 | 252% |
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