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LMESX vs VFFSX
LMESX vs VFFSX Comparison
Open Charts LMESX vs VFFSX
ClearBridge Appreciation IS
Price$38.18
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets9.48B
Vanguard 500 Index Institutional Select
Price$316.15
Change+$1.61 (+0.51%)
VolumeN/A
Net Assets1.33T
LMESX vs VFFSX Comparison Chart in %
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LMESX vs. VFFSX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.33T vs. LMESX (9.48B). VFFSX pays higher dividends than LMESX: VFFSX (1.18) vs LMESX (0.73). 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 : 16.11 vs. LMESX (6.56). VFFSX return over 5 years is better than : 87.33 vs. LMESX (45.04).
| 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 | 10.119 | 9.335 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.48B | 1.33T | 1% |
| Annual Yield % from dividends | 0.73 | 1.18 | 62% |
| Returns for 1 year | 6.56 | 16.11 | 41% |
| Returns for 3 years | 35.60 | 63.60 | 56% |
| Returns for 5 years | 45.04 | 87.33 | 52% |
| Returns for 10 years | 112.10 | N/A | - |
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