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LMLSX vs VIVIX
LMLSX vs VIVIX Comparison
Open Charts LMLSX vs VIVIX
ClearBridge Large Cap Value IS
Price$46.00
Change+$0.06 (+0.13%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.42
Change+$0.09 (+0.13%)
VolumeN/A
CapitalizationN/A
LMLSX vs VIVIX Comparison Chart
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LMLSX vs. VIVIX commentary
Nov 14, 2024
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 VIVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. LMLSX (2.85B). VIVIX pays higher dividends than LMLSX: VIVIX (2.37) vs LMLSX (1.32). LMLSX was incepted earlier than VIVIX: LMLSX (11 years) vs VIVIX (26 years). LMLSX is a more actively managed with annual turnover of: 18.00 vs. VIVIX (10.00). LMLSX has a lower initial minimum investment than VIVIX: LMLSX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 29.29 vs. LMLSX (22.33). VIVIX return over 5 years is better than : 53.41 vs. LMLSX (43.23).
| LMLSX | VIVIX | LMLSX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 14.356 | 19.003 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 184B | 2% |
| Annual Yield % from dividends | 1.32 | 2.37 | 56% |
| Returns for 1 year | 22.33 | 29.29 | 76% |
| Returns for 3 years | 16.85 | 22.51 | 75% |
| Returns for 5 years | 43.23 | 53.41 | 81% |
| Returns for 10 years | 79.09 | 113.86 | 69% |
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