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FXAIX vs LMESX
FXAIX vs LMESX Comparison
Open Charts FXAIX vs LMESX
ClearBridge Appreciation IS
Price$38.97
Change+$0.22 (+0.57%)
VolumeN/A
Net Assets9.52B
FXAIX vs LMESX Comparison Chart in %
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FXAIX vs. LMESX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. LMESX (9.52B). FXAIX pays higher dividends than LMESX: FXAIX (1.12) vs LMESX (0.72). FXAIX was incepted earlier than LMESX: FXAIX (14 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 : 14.93 vs. LMESX (4.96). FXAIX return over 5 years is better than : 104.83 vs. LMESX (46.69).
| FXAIX | LMESX | FXAIX / LMESX | |
| Total Expense Ratio | 0.01 | 0.56 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.56 | 3% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 13.832 | 12.989 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 9.52B | 7,592% |
| Annual Yield % from dividends | 1.12 | 0.72 | 157% |
| Returns for 1 year | 14.93 | 4.96 | 301% |
| Returns for 3 years | 86.18 | 44.34 | 194% |
| Returns for 5 years | 104.83 | 46.69 | 225% |
| Returns for 10 years | 259.62 | 104.62 | 248% |
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