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LSIRX vs VMCIX
LSIRX vs VMCIX Comparison
Open Charts LSIRX vs VMCIX
ClearBridge Mid Cap IS
Price$42.57
Change-$0.18 (-0.42%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$71.53
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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LSIRX vs VMCIX Comparison Chart
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LSIRX vs. VMCIX commentary
Sep 21, 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 Buy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 172B vs. LSIRX (1.79B). VMCIX pays higher dividends than LSIRX: VMCIX (1.50) vs LSIRX (0.17). LSIRX was incepted earlier than VMCIX: LSIRX (16 years) vs VMCIX (26 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 : 20.58 vs. LSIRX (11.13). VMCIX return over 5 years is better than : 55.18 vs. LSIRX (8.78).
| LSIRX | VMCIX | LSIRX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 5.916 | 11.336 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 172B | 1% |
| Annual Yield % from dividends | 0.17 | 1.50 | 12% |
| Returns for 1 year | 11.13 | 20.58 | 54% |
| Returns for 3 years | -17.25 | 6.80 | -254% |
| Returns for 5 years | 8.78 | 55.18 | 16% |
| Returns for 10 years | 29.53 | 122.16 | 24% |
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