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LSIRX vs VMCPX
LSIRX vs VMCPX Comparison
Open Charts LSIRX vs VMCPX
ClearBridge Mid Cap IS
Price$44.08
Change-$0.47 (-1.05%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$367.52
Change-$2.04 (-0.55%)
VolumeN/A
CapitalizationN/A
LSIRX vs VMCPX Comparison Chart
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LSIRX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. LSIRX (1.8B). VMCPX pays higher dividends than LSIRX: VMCPX (1.51) vs LSIRX (0.17). LSIRX was incepted earlier than VMCPX: LSIRX (16 years) vs VMCPX (14 years). LSIRX is a more actively managed with annual turnover of: 38.00 vs. VMCPX (13.00). LSIRX has a lower initial minimum investment than VMCPX: LSIRX (1000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 28.30 vs. LSIRX (20.01). VMCPX return over 5 years is better than : 59.06 vs. LSIRX (11.31).
| LSIRX | VMCPX | LSIRX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 10.977 | 17.350 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 175B | 1% |
| Annual Yield % from dividends | 0.17 | 1.51 | 11% |
| Returns for 1 year | 20.01 | 28.30 | 71% |
| Returns for 3 years | -19.95 | 5.05 | -395% |
| Returns for 5 years | 11.31 | 59.06 | 19% |
| Returns for 10 years | 32.01 | 128.12 | 25% |
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