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LMPIX vs VFINX
LMPIX vs VFINX Comparison
Open Charts LMPIX vs VFINX
ClearBridge Appreciation FI
Price$34.56
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets8.54B
Vanguard 500 Index Investor
Price$523.06
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
LMPIX vs VFINX Comparison Chart
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LMPIX vs. VFINX commentary
May 09, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. LMPIX (8.54B). VFINX pays higher dividends than LMPIX: VFINX (1.25) vs LMPIX (0.39). LMPIX was incepted earlier than VFINX: LMPIX (16 years) vs VFINX (49 years). LMPIX (1.00) is less costly to investors than VFINX (0.14). LMPIX is a more actively managed with annual turnover of: 17.00 vs. VFINX (2.00). LMPIX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 8.59 vs. LMPIX (1.13). VFINX return over 5 years is better than : 92.15 vs. LMPIX (49.32).
| LMPIX | VFINX | LMPIX / VFINX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.00 | 0.14 | 714% |
| Fund Existence | 16 years | 49 years | - |
| Gain YTD | -1.767 | -4.186 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.54B | 1.34T | 1% |
| Annual Yield % from dividends | 0.39 | 1.25 | 31% |
| Returns for 1 year | 1.13 | 8.59 | 13% |
| Returns for 3 years | 19.58 | 41.15 | 48% |
| Returns for 5 years | 49.32 | 92.15 | 54% |
| Returns for 10 years | 71.48 | 167.70 | 43% |
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