LMESX
Price
$38.51
Change
+$0.33 (+0.86%)
Updated
Sep 4 closing price
Net Assets
9.52B
VFFSX
Price
$317.85
Change
-$0.97 (-0.30%)
Updated
Sep 5 closing price
Net Assets
1.37T
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LMESX vs VFFSX

Header iconLMESX vs VFFSX Comparison
Open Charts LMESX vs VFFSXBanner chart's image
ClearBridge Appreciation IS
Price$38.51
Change+$0.33 (+0.86%)
VolumeN/A
Net Assets9.52B
Vanguard 500 Index Institutional Select
Price$317.85
Change-$0.97 (-0.30%)
VolumeN/A
Net Assets1.37T
LMESX vs VFFSX Comparison Chart in %
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LMESX vs. VFFSX commentary
Sep 08, 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 LMESX is a StrongBuy and VFFSX is a Buy.

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FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. LMESX (9.52B). VFFSX pays higher dividends than LMESX: VFFSX (1.18) vs LMESX (0.73). LMESX was incepted earlier than VFFSX: LMESX (17 years) vs VFFSX (9 years). LMESX (0.56) is less costly to investors than VFFSX (0.01). LMESX is a more actively managed with annual turnover of: 17.00 vs. VFFSX (2.00). LMESX has a lower initial minimum investment than VFFSX: LMESX (1000000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 17.87 vs. LMESX (8.29). VFFSX return over 5 years is better than : 89.31 vs. LMESX (46.53).
LMESXVFFSXLMESX / VFFSX
Total Expense Ratio0.560.015,600%
Annual Report Gross Expense Ratio0.560.015,600%
Fund Existence17 years9 years-
Gain YTD11.25010.485107%
Front LoadN/AN/A-
Min. Initial Investment100000050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets9.52B1.37T1%
Annual Yield % from dividends0.731.1862%
Returns for 1 year8.2917.8746%
Returns for 3 years37.5665.9957%
Returns for 5 years46.5389.3152%
Returns for 10 years109.19N/A-
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