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FXAIX vs LMPIX
FXAIX vs LMPIX Comparison
Open Charts FXAIX vs LMPIX
ClearBridge Appreciation FI
Price$39.93
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets9.71B
FXAIX vs LMPIX Comparison Chart in %
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FXAIX vs. LMPIX 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 LMPIX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. LMPIX (9.71B). FXAIX pays higher dividends than LMPIX: FXAIX (1.12) vs LMPIX (0.34). 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 : 18.25 vs. LMPIX (7.56). FXAIX return over 5 years is better than : 107.85 vs. LMPIX (45.41).
| 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 | 15.271 | 13.398 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 9.71B | 7,445% |
| Annual Yield % from dividends | 1.12 | 0.34 | 332% |
| Returns for 1 year | 18.25 | 7.56 | 241% |
| Returns for 3 years | 92.74 | 47.99 | 193% |
| Returns for 5 years | 107.85 | 45.41 | 237% |
| Returns for 10 years | 267.08 | 104.27 | 256% |