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LMLSX vs VVIAX
LMLSX vs VVIAX Comparison
Open Charts LMLSX vs VVIAX
ClearBridge Large Cap Value IS
Price$46.16
Change+$0.33 (+0.72%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.70
Change+$0.39 (+0.56%)
VolumeN/A
CapitalizationN/A
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LMLSX vs VVIAX Comparison Chart
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LMLSX vs. VVIAX commentary
Nov 10, 2024
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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. LMLSX (2.86B). VVIAX pays higher dividends than LMLSX: VVIAX (2.36) vs LMLSX (1.32). LMLSX was incepted earlier than VVIAX: LMLSX (11 years) vs VVIAX (24 years). LMLSX is a more actively managed with annual turnover of: 18.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than LMLSX: VVIAX (3000) vs LMLSX (1000000). VVIAX annual gain was more profitable for investors over the last year : 31.28 vs. LMLSX (23.93). VVIAX return over 5 years is better than : 53.42 vs. LMLSX (43.96).
| LMLSX | VVIAX | LMLSX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 14.903 | 19.638 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 184B | 2% |
| Annual Yield % from dividends | 1.32 | 2.36 | 56% |
| Returns for 1 year | 23.93 | 31.28 | 76% |
| Returns for 3 years | 16.96 | 23.36 | 73% |
| Returns for 5 years | 43.96 | 53.42 | 82% |
| Returns for 10 years | 79.76 | 114.73 | 70% |