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LSIRX vs VIMSX
LSIRX vs VIMSX Comparison
Open Charts LSIRX vs VIMSX
ClearBridge Mid Cap IS
Price$44.08
Change-$0.47 (-1.05%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$74.37
Change-$0.41 (-0.55%)
VolumeN/A
CapitalizationN/A
LSIRX vs VIMSX Comparison Chart
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LSIRX vs. VIMSX commentary
Nov 18, 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 StrongSell and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. LSIRX (1.8B). VIMSX pays higher dividends than LSIRX: VIMSX (1.38) vs LSIRX (0.17). LSIRX was incepted earlier than VIMSX: LSIRX (16 years) vs VIMSX (27 years). LSIRX is a more actively managed with annual turnover of: 38.00 vs. VIMSX (13.00). VIMSX has a lower initial minimum investment than LSIRX: VIMSX (3000) vs LSIRX (1000000). VIMSX annual gain was more profitable for investors over the last year : 28.28 vs. LSIRX (20.01). VIMSX return over 5 years is better than : 58.93 vs. LSIRX (11.31).
| LSIRX | VIMSX | LSIRX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 10.977 | 17.322 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 175B | 1% |
| Annual Yield % from dividends | 0.17 | 1.38 | 12% |
| Returns for 1 year | 20.01 | 28.28 | 71% |
| Returns for 3 years | -19.95 | 5.01 | -398% |
| Returns for 5 years | 11.31 | 58.93 | 19% |
| Returns for 10 years | 32.01 | 127.69 | 25% |
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