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LMLSX vs VIVAX
LMLSX vs VIVAX Comparison
Open Charts LMLSX vs VIVAX
ClearBridge Large Cap Value IS
Price$40.61
Change-$0.62 (-1.50%)
VolumeN/A
Net Assets2.41B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
LMLSX vs VIVAX Comparison Chart
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LMLSX vs. VIVAX commentary
Feb 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 Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B 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 : 13.43 vs. LMLSX (-0.61). VIVAX return over 5 years is better than : 47.22 vs. LMLSX (27.84).
| 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 | 3.019 | 4.148 | 73% |
| 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 | 193B | 1% |
| Annual Yield % from dividends | 1.32 | 2.25 | 59% |
| Returns for 1 year | -0.61 | 13.43 | -5% |
| Returns for 3 years | 12.37 | 23.92 | 52% |
| Returns for 5 years | 27.84 | 47.22 | 59% |
| Returns for 10 years | 54.59 | 105.56 | 52% |
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