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FXAIX vs LMPPX
FXAIX vs LMPPX Comparison
Open Charts FXAIX vs LMPPX
ClearBridge Appreciation R
Price$33.73
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FXAIX vs LMPPX Comparison Chart
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FXAIX vs. LMPPX commentary
May 07, 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 Buy and LMPPX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 512B vs. LMPPX (8.44B). FXAIX pays higher dividends than LMPPX: FXAIX (1.31) vs LMPPX (0.26). FXAIX was incepted earlier than LMPPX: FXAIX (13 years) vs LMPPX (17 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 : 28.23 vs. LMPPX (19.21). FXAIX return over 5 years is better than : 86.17 vs. LMPPX (35.12).
| FXAIX | LMPPX | FXAIX / LMPPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 7.983 | 8.298 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512B | 8.44B | 6,069% |
| Annual Yield % from dividends | 1.31 | 0.26 | 499% |
| Returns for 1 year | 28.23 | 19.21 | 147% |
| Returns for 3 years | 28.98 | 5.44 | 532% |
| Returns for 5 years | 86.17 | 35.12 | 245% |
| Returns for 10 years | 199.46 | 77.12 | 259% |