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LMESX vs VFFSX
LMESX vs VFFSX Comparison
Open Charts LMESX vs VFFSX
ClearBridge Appreciation IS
Price$36.55
Change+$0.30 (+0.83%)
VolumeN/A
Net Assets9.07B
Vanguard 500 Index Institutional Select
Price$301.34
Change+$2.40 (+0.80%)
VolumeN/A
Net Assets1.43T
LMESX vs VFFSX Comparison Chart in %
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LMESX vs. VFFSX commentary
Jun 27, 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 LMESX is a Buy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.43T vs. LMESX (9.07B). VFFSX pays higher dividends than LMESX: VFFSX (1.29) vs LMESX (0.79). LMESX was incepted earlier than VFFSX: LMESX (17 years) vs VFFSX (9 years). LMESX (0.56) is less costly to investors than VFFSX (0.01). LMESX is a more actively managed with annual turnover of: 17.00 vs. VFFSX (2.00). LMESX has a lower initial minimum investment than VFFSX: LMESX (1000000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 11.27 vs. LMESX (3.46). VFFSX return over 5 years is better than : 103.46 vs. LMESX (58.63).
| LMESX | VFFSX | LMESX / VFFSX | |
| Total Expense Ratio | 0.56 | 0.01 | 5,600% |
| Annual Report Gross Expense Ratio | 0.56 | 0.01 | 5,600% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 5.103 | 3.904 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.07B | 1.43T | 1% |
| Annual Yield % from dividends | 0.79 | 1.29 | 61% |
| Returns for 1 year | 3.46 | 11.27 | 31% |
| Returns for 3 years | 30.74 | 56.30 | 55% |
| Returns for 5 years | 58.63 | 103.46 | 57% |
| Returns for 10 years | 90.24 | N/A | - |
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