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FXAIX vs LMPIX
FXAIX vs LMPIX Comparison
Open Charts FXAIX vs LMPIX
ClearBridge Appreciation FI
Price$39.30
Change+$0.20 (+0.51%)
VolumeN/A
Net Assets9.45B
FXAIX vs LMPIX Comparison Chart in %
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FXAIX vs. LMPIX commentary
Nov 20, 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 LMPIX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. LMPIX (9.45B). FXAIX pays higher dividends than LMPIX: FXAIX (1.11) vs LMPIX (0.34). FXAIX was incepted earlier than LMPIX: FXAIX (15 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 (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 : 13.24 vs. LMPIX (2.46). FXAIX return over 5 years is better than : 100.10 vs. LMPIX (38.92).
| FXAIX | LMPIX | FXAIX / LMPIX | |
| Total Expense Ratio | 0.01 | 1.00 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 1.00 | 2% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 13.739 | 11.460 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737B | 9.45B | 7,798% |
| Annual Yield % from dividends | 1.11 | 0.34 | 332% |
| Returns for 1 year | 13.24 | 2.46 | 537% |
| Returns for 3 years | 74.21 | 32.39 | 229% |
| Returns for 5 years | 100.10 | 38.92 | 257% |
| Returns for 10 years | 248.43 | 92.64 | 268% |
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