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LSIRX vs VIMAX
LSIRX vs VIMAX Comparison
Open Charts LSIRX vs VIMAX
ClearBridge Mid Cap IS
Price$42.07
Change-$0.48 (-1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Admiral
Price$338.73
Change-$2.87 (-0.84%)
VolumeN/A
CapitalizationN/A
LSIRX vs VIMAX Comparison Chart
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LSIRX vs. VIMAX 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 VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 190B vs. LSIRX (1.83B). VIMAX pays higher dividends than LSIRX: VIMAX (1.49) vs LSIRX (0.17). LSIRX was incepted earlier than VIMAX: LSIRX (16 years) vs VIMAX (23 years). LSIRX is a more actively managed with annual turnover of: 38.00 vs. VIMAX (13.00). VIMAX has a lower initial minimum investment than LSIRX: VIMAX (3000) vs LSIRX (1000000). VIMAX annual gain was more profitable for investors over the last year : 18.84 vs. LSIRX (7.25). VIMAX return over 5 years is better than : 55.75 vs. LSIRX (9.55).
| LSIRX | VIMAX | LSIRX / VIMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 6.282 | 17.829 | 35% |
| 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 | 190B | 1% |
| Annual Yield % from dividends | 0.17 | 1.49 | 12% |
| Returns for 1 year | 7.25 | 18.84 | 39% |
| Returns for 3 years | -10.20 | 11.37 | -90% |
| Returns for 5 years | 9.55 | 55.75 | 17% |
| Returns for 10 years | 29.51 | 125.53 | 24% |
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