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LSIRX vs VEXMX
LSIRX vs VEXMX Comparison
Open Charts LSIRX vs VEXMX
ClearBridge Mid Cap IS
Price$42.07
Change-$0.48 (-1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$151.65
Change-$1.77 (-1.15%)
VolumeN/A
CapitalizationN/A
LSIRX vs VEXMX Comparison Chart
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LSIRX vs. VEXMX commentary
Dec 19, 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 LSIRX is a Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 120B vs. LSIRX (1.83B). VEXMX pays higher dividends than LSIRX: VEXMX (1.09) vs LSIRX (0.17). LSIRX was incepted earlier than VEXMX: LSIRX (16 years) vs VEXMX (37 years). LSIRX is a more actively managed with annual turnover of: 38.00 vs. VEXMX (11.00). VEXMX has a lower initial minimum investment than LSIRX: VEXMX (3000) vs LSIRX (1000000). VEXMX annual gain was more profitable for investors over the last year : 23.62 vs. LSIRX (7.25). VEXMX return over 5 years is better than : 60.79 vs. LSIRX (9.55).
| LSIRX | VEXMX | LSIRX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 37 years | - |
| Gain YTD | 6.282 | 21.765 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 120B | 2% |
| Annual Yield % from dividends | 0.17 | 1.09 | 16% |
| Returns for 1 year | 7.25 | 23.62 | 31% |
| Returns for 3 years | -10.20 | 12.75 | -80% |
| Returns for 5 years | 9.55 | 60.79 | 16% |
| Returns for 10 years | 29.51 | 136.24 | 22% |
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