Ad is loading...
FXAIX vs LMPPX
FXAIX vs LMPPX Comparison
Open Charts FXAIX vs LMPPX
ClearBridge Appreciation R
Price$34.64
Change-$0.96 (-2.70%)
VolumeN/A
CapitalizationN/A
FXAIX vs LMPPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. LMPPX 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 LMPPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. LMPPX (9.08B). FXAIX pays higher dividends than LMPPX: FXAIX (1.31) vs LMPPX (0.26). FXAIX was incepted earlier than LMPPX: FXAIX (14 years) vs LMPPX (18 years). LMPPX is a more actively managed with annual turnover of: 13.00 vs. FXAIX (3.00). FXAIX (0) and LMPPX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 29.40 vs. LMPPX (16.34). FXAIX return over 5 years is better than : 104.23 vs. LMPPX (38.41).
| FXAIX | LMPPX | FXAIX / LMPPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 28.550 | 15.509 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 9.08B | 6,960% |
| Annual Yield % from dividends | 1.31 | 0.26 | 499% |
| Returns for 1 year | 29.40 | 16.34 | 180% |
| Returns for 3 years | 37.14 | 10.17 | 365% |
| Returns for 5 years | 104.23 | 38.41 | 271% |
| Returns for 10 years | 217.91 | 77.02 | 283% |