Interact to see
Advertisement
Advertisement
FXAIX vs LMPIX
FXAIX vs LMPIX Comparison
Open Charts FXAIX vs LMPIX
ClearBridge Appreciation FI
Price$39.17
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets9.52B
FXAIX vs LMPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. LMPIX commentary
Sep 15, 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 LMPIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 696B vs. LMPIX (9.52B). FXAIX pays higher dividends than LMPIX: FXAIX (1.16) vs LMPIX (0.35). FXAIX was incepted earlier than LMPIX: FXAIX (14 years) vs LMPIX (17 years). LMPIX (1.00) is less costly to investors than FXAIX (0.01). LMPIX is a more actively managed with annual turnover of: 17.00 vs. FXAIX (2.00). FXAIX (0) and LMPIX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 19.20 vs. LMPIX (7.07). FXAIX return over 5 years is better than : 112.25 vs. LMPIX (47.98).
| FXAIX | LMPIX | FXAIX / LMPIX | |
| Total Expense Ratio | 0.01 | 1.00 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 1.00 | 2% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 12.949 | 11.659 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696B | 9.52B | 7,309% |
| Annual Yield % from dividends | 1.16 | 0.35 | 336% |
| Returns for 1 year | 19.20 | 7.07 | 272% |
| Returns for 3 years | 74.98 | 36.58 | 205% |
| Returns for 5 years | 112.25 | 47.98 | 234% |
| Returns for 10 years | 265.00 | 105.89 | 250% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement