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LSIRX vs VMCIX
LSIRX vs VMCIX Comparison
Open Charts LSIRX vs VMCIX
ClearBridge Mid Cap IS
Price$44.08
Change-$0.47 (-1.05%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$74.52
Change-$0.41 (-0.55%)
VolumeN/A
CapitalizationN/A
LSIRX vs VMCIX Comparison Chart
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LSIRX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. LSIRX (1.8B). VMCIX pays higher dividends than LSIRX: VMCIX (1.50) vs LSIRX (0.17). LSIRX was incepted earlier than VMCIX: LSIRX (16 years) vs VMCIX (27 years). LSIRX is a more actively managed with annual turnover of: 38.00 vs. VMCIX (13.00). LSIRX has a lower initial minimum investment than VMCIX: LSIRX (1000000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 28.30 vs. LSIRX (20.01). VMCIX return over 5 years is better than : 59.03 vs. LSIRX (11.31).
| LSIRX | VMCIX | LSIRX / VMCIX | |
| 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 | 17.340 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 175B | 1% |
| Annual Yield % from dividends | 0.17 | 1.50 | 12% |
| Returns for 1 year | 20.01 | 28.30 | 71% |
| Returns for 3 years | -19.95 | 5.05 | -395% |
| Returns for 5 years | 11.31 | 59.03 | 19% |
| Returns for 10 years | 32.01 | 128.04 | 25% |
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