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FXAIX vs LMPIX
FXAIX vs LMPIX Comparison
Open Charts FXAIX vs LMPIX
ClearBridge Appreciation FI
Price$34.56
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets8.54B
FXAIX vs LMPIX Comparison Chart
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FXAIX vs. LMPIX commentary
May 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 LMPIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. LMPIX (8.54B). FXAIX pays higher dividends than LMPIX: FXAIX (1.34) vs LMPIX (0.39). FXAIX was incepted earlier than LMPIX: FXAIX (14 years) vs LMPIX (16 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 : 10.00 vs. LMPIX (1.13). FXAIX return over 5 years is better than : 107.31 vs. LMPIX (49.32).
| 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 | 16 years | - |
| Gain YTD | -3.872 | -1.767 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 8.54B | 6,952% |
| Annual Yield % from dividends | 1.34 | 0.39 | 342% |
| Returns for 1 year | 10.00 | 1.13 | 884% |
| Returns for 3 years | 47.66 | 19.58 | 243% |
| Returns for 5 years | 107.31 | 49.32 | 218% |
| Returns for 10 years | 192.42 | 71.48 | 269% |
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