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LSIRX vs VSEMX
LSIRX vs VSEMX Comparison
Open Charts LSIRX vs VSEMX
ClearBridge Mid Cap IS
Price$42.07
Change-$0.48 (-1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$243.60
Change-$2.85 (-1.16%)
VolumeN/A
CapitalizationN/A
LSIRX vs VSEMX Comparison Chart
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LSIRX vs. VSEMX 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 VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 120B vs. LSIRX (1.83B). VSEMX pays higher dividends than LSIRX: VSEMX (1.23) vs LSIRX (0.17). LSIRX was incepted earlier than VSEMX: LSIRX (16 years) vs VSEMX (8 years). LSIRX is a more actively managed with annual turnover of: 38.00 vs. VSEMX (11.00). LSIRX has a lower initial minimum investment than VSEMX: LSIRX (1000000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 23.68 vs. LSIRX (7.25). VSEMX return over 5 years is better than : 61.10 vs. LSIRX (9.55).
| LSIRX | VSEMX | LSIRX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 6.282 | 21.845 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 120B | 2% |
| Annual Yield % from dividends | 0.17 | 1.23 | 14% |
| Returns for 1 year | 7.25 | 23.68 | 31% |
| Returns for 3 years | -10.20 | 12.86 | -79% |
| Returns for 5 years | 9.55 | 61.10 | 16% |
| Returns for 10 years | 29.51 | N/A | - |
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