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Analysis and predictions LMPPX vs VFINX
LMPPX vs VFINX Comparison
Open Charts LMPPX vs VFINX
ClearBridge Appreciation R
Price$32.62
Change-$0.16 (-0.49%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$458.68
Change-$4.03 (-0.87%)
VolumeN/A
CapitalizationN/A
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LMPPX vs VFINX Comparison Chart
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LMPPX vs. VFINX commentary
Apr 20, 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 StrongSell and VFINX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.11T vs. LMPPX (8.16B). VFINX pays higher dividends than LMPPX: VFINX (1.24) vs LMPPX (0.26). LMPPX was incepted earlier than VFINX: LMPPX (17 years) vs VFINX (48 years). LMPPX is a more actively managed with annual turnover of: 13.00 vs. VFINX (2.00). LMPPX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 20.35 vs. LMPPX (14.92). VFINX return over 5 years is better than : 71.10 vs. LMPPX (33.79).
| LMPPX | VFINX | LMPPX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 48 years | - |
| Gain YTD | 5.737 | 4.242 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.16B | 1.11T | 1% |
| Annual Yield % from dividends | 0.26 | 1.24 | 21% |
| Returns for 1 year | 14.92 | 20.35 | 73% |
| Returns for 3 years | 4.32 | 20.19 | 21% |
| Returns for 5 years | 33.79 | 71.10 | 48% |
| Returns for 10 years | 71.60 | 168.45 | 43% |