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FXAIX vs LMPPX
FXAIX vs LMPPX Comparison
Open Charts FXAIX vs LMPPX
ClearBridge Appreciation R
Price$38.93
Change+$0.21 (+0.54%)
VolumeN/A
Net Assets9.58B
FXAIX vs LMPPX Comparison Chart in %
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FXAIX vs. LMPPX commentary
Sep 16, 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 LMPPX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 696B vs. LMPPX (9.58B). FXAIX pays higher dividends than LMPPX: FXAIX (1.16) vs LMPPX (0.09). FXAIX was incepted earlier than LMPPX: FXAIX (14 years) vs LMPPX (19 years). LMPPX (1.24) is less costly to investors than FXAIX (0.01). LMPPX is a more actively managed with annual turnover of: 17.00 vs. FXAIX (2.00). FXAIX (0) and LMPPX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 18.54 vs. LMPPX (6.48). FXAIX return over 5 years is better than : 109.38 vs. LMPPX (43.86).
| FXAIX | LMPPX | FXAIX / LMPPX | |
| Total Expense Ratio | 0.01 | 1.24 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.24 | 1% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 12.949 | 11.489 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696B | 9.58B | 7,265% |
| Annual Yield % from dividends | 1.16 | 0.09 | 1,272% |
| Returns for 1 year | 18.54 | 6.48 | 286% |
| Returns for 3 years | 77.60 | 37.56 | 207% |
| Returns for 5 years | 109.38 | 43.86 | 249% |
| Returns for 10 years | 268.69 | 103.27 | 260% |
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