Ad is loading...
LMLSX vs VIVAX
LMLSX vs VIVAX Comparison
Open Charts LMLSX vs VIVAX
ClearBridge Large Cap Value IS
Price$38.29
Change-$1.36 (-3.43%)
VolumeN/A
Net Assets2.34B
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
LMLSX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMLSX vs. VIVAX 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 LMLSX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LMLSX (2.34B). VIVAX pays higher dividends than LMLSX: VIVAX (2.14) vs LMLSX (1.42). LMLSX was incepted earlier than VIVAX: LMLSX (11 years) vs VIVAX (32 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 : 7.66 vs. LMLSX (-5.93). VIVAX return over 5 years is better than : 101.66 vs. LMLSX (71.44).
| LMLSX | VIVAX | LMLSX / VIVAX | |
| Total Expense Ratio | 0.55 | 0.17 | 324% |
| Annual Report Gross Expense Ratio | 0.55 | 0.17 | 324% |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 0.966 | 2.419 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 195B | 1% |
| Annual Yield % from dividends | 1.42 | 2.14 | 66% |
| Returns for 1 year | -5.93 | 7.66 | -77% |
| Returns for 3 years | 6.27 | 17.34 | 36% |
| Returns for 5 years | 71.44 | 101.66 | 70% |
| Returns for 10 years | 53.92 | 106.90 | 50% |
View a ticker or compare two or three
VS
VS
Ad is loading...