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LMLSX vs VIVAX
LMLSX vs VIVAX Comparison
Open Charts LMLSX vs VIVAX
ClearBridge Large Cap Value IS
Price$39.27
Change-$0.53 (-1.33%)
VolumeN/A
Net Assets2.27B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LMLSX vs VIVAX Comparison Chart
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LMLSX vs. VIVAX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LMLSX (2.27B). VIVAX pays higher dividends than LMLSX: VIVAX (2.16) vs LMLSX (1.43). 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 : 8.01 vs. LMLSX (-3.79). VIVAX return over 5 years is better than : 72.56 vs. LMLSX (45.89).
| 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 | 1.348 | 2.419 | 56% |
| 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 | 189B | 1% |
| Annual Yield % from dividends | 1.43 | 2.16 | 66% |
| Returns for 1 year | -3.79 | 8.01 | -47% |
| Returns for 3 years | 22.38 | 32.20 | 70% |
| Returns for 5 years | 45.89 | 72.56 | 63% |
| Returns for 10 years | 51.72 | 103.54 | 50% |
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