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LMPIX vs VFFSX
LMPIX vs VFFSX Comparison
Open Charts LMPIX vs VFFSX
ClearBridge Appreciation FI
Price$32.27
Change-$0.90 (-2.71%)
VolumeN/A
Net Assets8.25B
Vanguard 500 Index Institutional Select
Price$257.79
Change-$9.19 (-3.44%)
VolumeN/A
Net Assets1.32T
LMPIX vs VFFSX Comparison Chart
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LMPIX vs. VFFSX commentary
Apr 11, 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 LMPIX is a Buy and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.32T vs. LMPIX (8.25B). VFFSX pays higher dividends than LMPIX: VFFSX (1.36) vs LMPIX (0.39). LMPIX was incepted earlier than VFFSX: LMPIX (16 years) vs VFFSX (9 years). LMPIX (1.05) is less costly to investors than VFFSX (0.01). LMPIX is a more actively managed with annual turnover of: 17.00 vs. VFFSX (2.00). LMPIX has a lower initial minimum investment than VFFSX: LMPIX (0) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 5.79 vs. LMPIX (-2.23). VFFSX return over 5 years is better than : 95.76 vs. LMPIX (48.69).
| LMPIX | VFFSX | LMPIX / VFFSX | |
| Total Expense Ratio | 1.05 | 0.01 | 10,500% |
| Annual Report Gross Expense Ratio | 1.05 | 0.01 | 10,500% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | -5.445 | -7.205 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.25B | 1.32T | 1% |
| Annual Yield % from dividends | 0.39 | 1.36 | 29% |
| Returns for 1 year | -2.23 | 5.79 | -38% |
| Returns for 3 years | 5.96 | 23.80 | 25% |
| Returns for 5 years | 48.69 | 95.76 | 51% |
| Returns for 10 years | 66.01 | N/A | - |
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