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FXAIX vs LMESX
FXAIX vs LMESX Comparison
Open Charts FXAIX vs LMESX
ClearBridge Appreciation IS
Price$39.40
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets9.71B
FXAIX vs LMESX Comparison Chart in %
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FXAIX vs. LMESX commentary
Oct 09, 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 Buy and LMESX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. LMESX (9.71B). FXAIX pays higher dividends than LMESX: FXAIX (1.12) vs LMESX (0.72). FXAIX was incepted earlier than LMESX: FXAIX (14 years) vs LMESX (17 years). LMESX (0.56) is less costly to investors than FXAIX (0.01). LMESX is a more actively managed with annual turnover of: 17.00 vs. FXAIX (2.00). 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 : 18.25 vs. LMESX (7.96). FXAIX return over 5 years is better than : 107.85 vs. LMESX (47.99).
| FXAIX | LMESX | FXAIX / LMESX | |
| Total Expense Ratio | 0.01 | 0.56 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.56 | 3% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 15.271 | 13.830 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 9.71B | 7,445% |
| Annual Yield % from dividends | 1.12 | 0.72 | 157% |
| Returns for 1 year | 18.25 | 7.96 | 229% |
| Returns for 3 years | 92.74 | 49.56 | 187% |
| Returns for 5 years | 107.85 | 47.99 | 225% |
| Returns for 10 years | 267.08 | 108.57 | 246% |