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LMLSX vs VIVAX
LMLSX vs VIVAX Comparison
Open Charts LMLSX vs VIVAX
ClearBridge Large Cap Value IS
Price$39.59
Change-$0.11 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.36
Change-$0.12 (-0.18%)
VolumeN/A
CapitalizationN/A
LMLSX vs VIVAX Comparison Chart
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LMLSX vs. VIVAX commentary
Jan 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. LMLSX (2.41B). VIVAX pays higher dividends than LMLSX: VIVAX (2.25) vs LMLSX (1.32). LMLSX was incepted earlier than VIVAX: LMLSX (11 years) vs VIVAX (32 years). LMLSX is a more actively managed with annual turnover of: 18.00 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 : 14.20 vs. LMLSX (-0.39). VIVAX return over 5 years is better than : 42.87 vs. LMLSX (26.04).
| LMLSX | VIVAX | LMLSX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 0.710 | 0.636 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 195B | 1% |
| Annual Yield % from dividends | 1.32 | 2.25 | 59% |
| Returns for 1 year | -0.39 | 14.20 | -3% |
| Returns for 3 years | 2.98 | 14.24 | 21% |
| Returns for 5 years | 26.04 | 42.87 | 61% |
| Returns for 10 years | 59.10 | 107.73 | 55% |