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LMLSX vs VIVIX
LMLSX vs VIVIX Comparison
Open Charts LMLSX vs VIVIX
ClearBridge Large Cap Value IS
Price$40.61
Change-$0.62 (-1.50%)
VolumeN/A
Net Assets2.41B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
LMLSX vs VIVIX Comparison Chart
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LMLSX vs. VIVIX 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. LMLSX (2.41B). VIVIX pays higher dividends than LMLSX: VIVIX (2.37) vs LMLSX (1.32). LMLSX was incepted earlier than VIVIX: LMLSX (11 years) vs VIVIX (27 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 : 13.44 vs. LMLSX (-0.61). VIVIX return over 5 years is better than : 47.20 vs. LMLSX (27.84).
| LMLSX | VIVIX | LMLSX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 3.019 | 4.165 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 193B | 1% |
| Annual Yield % from dividends | 1.32 | 2.37 | 56% |
| Returns for 1 year | -0.61 | 13.44 | -5% |
| Returns for 3 years | 12.37 | 23.92 | 52% |
| Returns for 5 years | 27.84 | 47.20 | 59% |
| Returns for 10 years | 54.59 | 105.52 | 52% |
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