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LMLSX vs VIVIX
LMLSX vs VIVIX Comparison
Open Charts LMLSX vs VIVIX
ClearBridge Large Cap Value IS
Price$38.75
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets2.27B
Vanguard Value Index I
Price$66.00
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets183.65B
LMLSX vs VIVIX Comparison Chart
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LMLSX vs. VIVIX commentary
May 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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. LMLSX (2.27B). VIVIX pays higher dividends than LMLSX: VIVIX (2.35) vs LMLSX (1.47). LMLSX was incepted earlier than VIVIX: LMLSX (12 years) vs VIVIX (27 years). LMLSX (0.45) is less costly to investors than VIVIX (0.04). LMLSX is a more actively managed with annual turnover of: 22.00 vs. VIVIX (9.00). 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 : 4.71 vs. LMLSX (-7.29). VIVIX return over 5 years is better than : 75.20 vs. LMLSX (47.65).
| LMLSX | VIVIX | LMLSX / VIVIX | |
| Total Expense Ratio | 0.45 | 0.04 | 1,125% |
| Annual Report Gross Expense Ratio | 0.45 | 0.04 | 1,125% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | -0.893 | 0.391 | -228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 184B | 1% |
| Annual Yield % from dividends | 1.47 | 2.35 | 62% |
| Returns for 1 year | -7.29 | 4.71 | -155% |
| Returns for 3 years | 13.44 | 21.97 | 61% |
| Returns for 5 years | 47.65 | 75.20 | 63% |
| Returns for 10 years | 47.41 | 97.31 | 49% |
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