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LMLSX vs VIVIX
LMLSX vs VIVIX Comparison
Open Charts LMLSX vs VIVIX
ClearBridge Large Cap Value IS
Price$39.27
Change-$0.53 (-1.33%)
VolumeN/A
Net Assets2.27B
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
LMLSX vs VIVIX Comparison Chart
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LMLSX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. LMLSX (2.27B). VIVIX pays higher dividends than LMLSX: VIVIX (2.29) vs LMLSX (1.43). 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 : 8.01 vs. LMLSX (-3.79). VIVIX return over 5 years is better than : 72.56 vs. LMLSX (45.89).
| 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 | 1.348 | 2.452 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 189B | 1% |
| Annual Yield % from dividends | 1.43 | 2.29 | 62% |
| Returns for 1 year | -3.79 | 8.01 | -47% |
| Returns for 3 years | 22.38 | 32.19 | 70% |
| Returns for 5 years | 45.89 | 72.56 | 63% |
| Returns for 10 years | 51.72 | 103.54 | 50% |
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