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LMLSX vs VIVIX
LMLSX vs VIVIX Comparison
Open Charts LMLSX vs VIVIX
ClearBridge Large Cap Value IS
Price$38.29
Change-$1.36 (-3.43%)
VolumeN/A
Net Assets2.34B
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
LMLSX vs VIVIX Comparison Chart
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LMLSX vs. VIVIX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. LMLSX (2.34B). VIVIX pays higher dividends than LMLSX: VIVIX (2.27) vs LMLSX (1.42). LMLSX was incepted earlier than VIVIX: LMLSX (11 years) vs VIVIX (27 years). LMLSX (0.55) is less costly to investors than VIVIX (0.04). LMLSX is a more actively managed with annual turnover of: 22.00 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 : 7.66 vs. LMLSX (-5.93). VIVIX return over 5 years is better than : 101.66 vs. LMLSX (71.44).
| LMLSX | VIVIX | LMLSX / VIVIX | |
| Total Expense Ratio | 0.55 | 0.04 | 1,375% |
| Annual Report Gross Expense Ratio | 0.55 | 0.04 | 1,375% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 0.966 | 2.421 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 195B | 1% |
| Annual Yield % from dividends | 1.42 | 2.27 | 62% |
| Returns for 1 year | -5.93 | 7.66 | -77% |
| Returns for 3 years | 6.27 | 17.34 | 36% |
| Returns for 5 years | 71.44 | 101.66 | 70% |
| Returns for 10 years | 53.92 | 106.83 | 50% |
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