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LMLSX vs VIVIX
LMLSX vs VIVIX Comparison
Open Charts LMLSX vs VIVIX
ClearBridge Large Cap Value IS
Price$39.59
Change-$0.11 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.34
Change-$0.11 (-0.17%)
VolumeN/A
CapitalizationN/A
LMLSX vs VIVIX Comparison Chart
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LMLSX vs. VIVIX commentary
Jan 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B 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 : 14.21 vs. LMLSX (-0.39). VIVIX return over 5 years is better than : 42.85 vs. LMLSX (26.04).
| 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 | 0.710 | 0.636 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 195B | 1% |
| Annual Yield % from dividends | 1.32 | 2.37 | 56% |
| Returns for 1 year | -0.39 | 14.21 | -3% |
| Returns for 3 years | 2.98 | 14.24 | 21% |
| Returns for 5 years | 26.04 | 42.85 | 61% |
| Returns for 10 years | 59.10 | 107.66 | 55% |
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