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LMPIX vs VFFSX
LMPIX vs VFFSX Comparison
Open Charts LMPIX vs VFFSX
ClearBridge Appreciation FI
Price$37.51
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets9.22B
Vanguard 500 Index Institutional Select
Price$304.69
Change+$1.45 (+0.48%)
VolumeN/A
Net Assets1.43T
LMPIX vs VFFSX Comparison Chart in %
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LMPIX vs. VFFSX commentary
Jul 03, 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 (9.22B). VFFSX pays higher dividends than LMPIX: VFFSX (1.23) vs LMPIX (0.36). LMPIX was incepted earlier than VFFSX: LMPIX (17 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 : 12.60 vs. LMPIX (4.42). VFFSX return over 5 years is better than : 98.34 vs. LMPIX (52.44).
| 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 | 17 years | 9 years | - |
| Gain YTD | 6.642 | 5.407 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.22B | 1.43T | 1% |
| Annual Yield % from dividends | 0.36 | 1.23 | 29% |
| Returns for 1 year | 4.42 | 12.60 | 35% |
| Returns for 3 years | 33.18 | 62.27 | 53% |
| Returns for 5 years | 52.44 | 98.34 | 53% |
| Returns for 10 years | 87.95 | N/A | - |
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