FXAIX
Price
$204.50
Change
-$6.21 (-2.95%)
Updated
Dec 18 closing price
LMPIX
Price
$34.99
Change
-$0.97 (-2.70%)
Updated
Dec 18 closing price
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FXAIX vs LMPIX

Header iconFXAIX vs LMPIX Comparison
Open Charts FXAIX vs LMPIXBanner chart's image
Fidelity 500 Index
Price$204.50
Change-$6.21 (-2.95%)
VolumeN/A
CapitalizationN/A
ClearBridge Appreciation FI
Price$34.99
Change-$0.97 (-2.70%)
VolumeN/A
CapitalizationN/A
FXAIX vs LMPIX Comparison Chart
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FXAIX vs. LMPIX commentary
Dec 19, 2024

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 StrongBuy and LMPIX is a StrongBuy.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. LMPIX (9.08B). FXAIX pays higher dividends than LMPIX: FXAIX (1.31) vs LMPIX (0.51). FXAIX was incepted earlier than LMPIX: FXAIX (14 years) vs LMPIX (16 years). LMPIX is a more actively managed with annual turnover of: 13.00 vs. FXAIX (3.00). FXAIX (0) and LMPIX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 29.40 vs. LMPIX (16.73). FXAIX return over 5 years is better than : 104.23 vs. LMPIX (40.61).
FXAIXLMPIXFXAIX / LMPIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years16 years-
Gain YTD28.55015.904180%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets632B9.08B6,960%
Annual Yield % from dividends1.310.51259%
Returns for 1 year29.4016.73176%
Returns for 3 years37.1411.23331%
Returns for 5 years104.2340.61257%
Returns for 10 years217.9181.27268%
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