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LMESX vs VFFSX
LMESX vs VFFSX Comparison
Open Charts LMESX vs VFFSX
ClearBridge Appreciation IS
Price$35.10
Change+$0.26 (+0.75%)
VolumeN/A
Net Assets8.98B
Vanguard 500 Index Institutional Select
Price$293.54
Change+$2.91 (+1.00%)
VolumeN/A
Net Assets1.35T
LMESX vs VFFSX Comparison Chart
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LMESX vs. VFFSX commentary
Jan 19, 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 Hold and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.35T vs. LMESX (8.98B). VFFSX pays higher dividends than LMESX: VFFSX (1.33) vs LMESX (0.89). LMESX was incepted earlier than VFFSX: LMESX (16 years) vs VFFSX (9 years). LMESX is a more actively managed with annual turnover of: 13.00 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 : 25.56 vs. LMESX (14.18). VFFSX return over 5 years is better than : 80.32 vs. LMESX (37.24).
| LMESX | VFFSX | LMESX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 1.769 | 2.012 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 1.35T | 1% |
| Annual Yield % from dividends | 0.89 | 1.33 | 67% |
| Returns for 1 year | 14.18 | 25.56 | 55% |
| Returns for 3 years | 12.62 | 31.20 | 40% |
| Returns for 5 years | 37.24 | 80.32 | 46% |
| Returns for 10 years | 88.32 | N/A | - |
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