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Compare predictions LMPPX vs VFIAX
LMPPX vs VFIAX Comparison
Open Charts LMPPX vs VFIAX
ClearBridge Appreciation R
Price$33.19
Change-$0.01 (-0.03%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$468.28
Change+$0.11 (+0.02%)
VolumeN/A
CapitalizationN/A
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LMPPX vs VFIAX Comparison Chart
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LMPPX vs. VFIAX commentary
Apr 25, 2024
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 LMPPX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.11T vs. LMPPX (8.3B). VFIAX pays higher dividends than LMPPX: VFIAX (1.32) vs LMPPX (0.26). LMPPX was incepted earlier than VFIAX: LMPPX (17 years) vs VFIAX (23 years). LMPPX is a more actively managed with annual turnover of: 13.00 vs. VFIAX (2.00). LMPPX has a lower initial minimum investment than VFIAX: LMPPX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 24.64 vs. LMPPX (18.38). VFIAX return over 5 years is better than : 72.61 vs. LMPPX (34.29).
| LMPPX | VFIAX | LMPPX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 7.585 | 6.442 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.3B | 1.11T | 1% |
| Annual Yield % from dividends | 0.26 | 1.32 | 20% |
| Returns for 1 year | 18.38 | 24.64 | 75% |
| Returns for 3 years | 5.05 | 21.38 | 24% |
| Returns for 5 years | 34.29 | 72.61 | 47% |
| Returns for 10 years | 76.32 | 176.67 | 43% |
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