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FXAIX vs LMESX
FXAIX vs LMESX Comparison
Open Charts FXAIX vs LMESX
ClearBridge Appreciation IS
Price$34.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.57B
FXAIX vs LMESX Comparison Chart in %
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FXAIX vs. LMESX commentary
Dec 28, 2025
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 FXAIX is a Hold and LMESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. LMESX (9.57B). FXAIX pays higher dividends than LMESX: FXAIX (1.11) vs LMESX (0.70). FXAIX was incepted earlier than LMESX: FXAIX (15 years) vs LMESX (17 years). LMESX (0.56) is less costly to investors than FXAIX (0.01). LMESX is a more actively managed with annual turnover of: 17.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than LMESX: FXAIX (0) vs LMESX (1000000). FXAIX annual gain was more profitable for investors over the last year : 15.86 vs. LMESX (-1.11). FXAIX return over 5 years is better than : 100.68 vs. LMESX (27.47).
| FXAIX | LMESX | FXAIX / LMESX | |
| Total Expense Ratio | 0.01 | 0.56 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.56 | 3% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 18.918 | 1.131 | 1,673% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739B | 9.57B | 7,726% |
| Annual Yield % from dividends | 1.11 | 0.70 | 158% |
| Returns for 1 year | 15.86 | -1.11 | -1,435% |
| Returns for 3 years | 88.29 | 32.84 | 269% |
| Returns for 5 years | 100.68 | 27.47 | 366% |
| Returns for 10 years | 268.51 | 87.52 | 307% |
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