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LMPIX vs VFFSX
LMPIX vs VFFSX Comparison
Open Charts LMPIX vs VFFSX
ClearBridge Appreciation FI
Price$36.25
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets9.06B
Vanguard 500 Index Institutional Select
Price$297.24
Change+$1.56 (+0.53%)
VolumeN/A
Net Assets1.35T
LMPIX vs VFFSX Comparison Chart
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LMPIX vs. VFFSX commentary
Jan 31, 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 StrongBuy and VFFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.35T vs. LMPIX (9.06B). VFFSX pays higher dividends than LMPIX: VFFSX (1.33) vs LMPIX (0.51). LMPIX was incepted earlier than VFFSX: LMPIX (16 years) vs VFFSX (9 years). LMPIX is a more actively managed with annual turnover of: 13.00 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 : 24.76 vs. LMPIX (12.69). VFFSX return over 5 years is better than : 87.42 vs. LMPIX (40.78).
| LMPIX | VFFSX | LMPIX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 2.708 | 2.756 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.06B | 1.35T | 1% |
| Annual Yield % from dividends | 0.51 | 1.33 | 38% |
| Returns for 1 year | 12.69 | 24.76 | 51% |
| Returns for 3 years | 13.31 | 33.92 | 39% |
| Returns for 5 years | 40.78 | 87.42 | 47% |
| Returns for 10 years | 88.06 | N/A | - |
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