Interact to see
Advertisement
Advertisement
LMLSX vs VIVAX
LMLSX vs VIVAX Comparison
Open Charts LMLSX vs VIVAX
ClearBridge Large Cap Value IS
Price$38.75
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets2.27B
Vanguard Value Index I
Price$66.01
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
LMLSX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMLSX vs. VIVAX commentary
May 23, 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: 184B vs. LMLSX (2.27B). VIVAX pays higher dividends than LMLSX: VIVAX (2.22) vs LMLSX (1.47). LMLSX was incepted earlier than VIVAX: LMLSX (12 years) vs VIVAX (33 years). LMLSX (0.45) is less costly to investors than VIVAX (0.17). LMLSX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (9.00). 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 : 4.71 vs. LMLSX (-7.29). VIVAX return over 5 years is better than : 75.18 vs. LMLSX (47.65).
| LMLSX | VIVAX | LMLSX / VIVAX | |
| Total Expense Ratio | 0.45 | 0.17 | 265% |
| Annual Report Gross Expense Ratio | 0.45 | 0.17 | 265% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | -0.893 | 0.375 | -238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 184B | 1% |
| Annual Yield % from dividends | 1.47 | 2.22 | 66% |
| Returns for 1 year | -7.29 | 4.71 | -155% |
| Returns for 3 years | 13.44 | 21.97 | 61% |
| Returns for 5 years | 47.65 | 75.18 | 63% |
| Returns for 10 years | 47.41 | 97.35 | 49% |