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LMLSX vs VIVAX
LMLSX vs VIVAX Comparison
Open Charts LMLSX vs VIVAX
ClearBridge Large Cap Value IS
Price$37.67
Change+$0.46 (+1.24%)
VolumeN/A
Net Assets2.18B
Vanguard Value Index I
Price$64.41
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
LMLSX vs VIVAX Comparison Chart
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LMLSX vs. VIVAX commentary
Apr 25, 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 LMLSX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. LMLSX (2.19B). VIVAX pays higher dividends than LMLSX: VIVAX (2.14) vs LMLSX (1.42). LMLSX was incepted earlier than VIVAX: LMLSX (12 years) vs VIVAX (33 years). LMLSX (0.55) is less costly to investors than VIVAX (0.17). LMLSX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than LMLSX: VIVAX (3000) vs LMLSX (1000000). VIVAX annual gain was more profitable for investors over the last year : 3.39 vs. LMLSX (-10.23). VIVAX return over 5 years is better than : 69.89 vs. LMLSX (43.60).
| LMLSX | VIVAX | LMLSX / VIVAX | |
| Total Expense Ratio | 0.55 | 0.17 | 324% |
| Annual Report Gross Expense Ratio | 0.55 | 0.17 | 324% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | -5.247 | -3.426 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 191B | 1% |
| Annual Yield % from dividends | 1.42 | 2.14 | 66% |
| Returns for 1 year | -10.23 | 3.39 | -301% |
| Returns for 3 years | 3.94 | 12.71 | 31% |
| Returns for 5 years | 43.60 | 69.89 | 62% |
| Returns for 10 years | 43.55 | 92.45 | 47% |
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