Ad is loading...
LMESX vs VFFSX
LMESX vs VFFSX Comparison
Open Charts LMESX vs VFFSX
ClearBridge Appreciation IS
Price$32.42
Change-$1.29 (-3.83%)
VolumeN/A
Net Assets8.55B
Vanguard 500 Index Institutional Select
Price$263.98
Change-$13.42 (-4.84%)
VolumeN/A
Net Assets1.4T
LMESX vs VFFSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMESX vs. VFFSX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.4T vs. LMESX (8.55B). VFFSX pays higher dividends than LMESX: VFFSX (1.36) vs LMESX (0.83). LMESX was incepted earlier than VFFSX: LMESX (17 years) vs VFFSX (9 years). LMESX (0.57) 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 : 8.88 vs. LMESX (0.36). VFFSX return over 5 years is better than : 128.09 vs. LMESX (74.42).
| LMESX | VFFSX | LMESX / VFFSX | |
| Total Expense Ratio | 0.57 | 0.01 | 5,700% |
| Annual Report Gross Expense Ratio | 0.57 | 0.01 | 5,700% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | -2.262 | -3.583 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 1.4T | 1% |
| Annual Yield % from dividends | 0.83 | 1.36 | 61% |
| Returns for 1 year | 0.36 | 8.88 | 4% |
| Returns for 3 years | 7.59 | 23.90 | 32% |
| Returns for 5 years | 74.42 | 128.09 | 58% |
| Returns for 10 years | 75.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...