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LMPIX vs VFFSX
LMPIX vs VFFSX Comparison
Open Charts LMPIX vs VFFSX
ClearBridge Appreciation FI
Price$36.09
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets8.93B
Vanguard 500 Index Institutional Select
Price$291.21
Change-$1.53 (-0.52%)
VolumeN/A
Net Assets1.43T
LMPIX vs VFFSX Comparison Chart
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LMPIX vs. VFFSX commentary
Jun 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 LMPIX is a Buy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.43T vs. LMPIX (8.93B). VFFSX pays higher dividends than LMPIX: VFFSX (1.29) vs LMPIX (0.37). LMPIX was incepted earlier than VFFSX: LMPIX (16 years) vs VFFSX (9 years). LMPIX (1.00) 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 : 11.57 vs. LMPIX (3.48). VFFSX return over 5 years is better than : 86.89 vs. LMPIX (44.57).
| LMPIX | VFFSX | LMPIX / VFFSX | |
| Total Expense Ratio | 1.00 | 0.01 | 10,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.01 | 10,000% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 3.221 | 1.749 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 1.43T | 1% |
| Annual Yield % from dividends | 0.37 | 1.29 | 29% |
| Returns for 1 year | 3.48 | 11.57 | 30% |
| Returns for 3 years | 21.19 | 44.96 | 47% |
| Returns for 5 years | 44.57 | 86.89 | 51% |
| Returns for 10 years | 82.18 | N/A | - |
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