Interact to see
Advertisement
Advertisement
LMLSX vs VIVAX
LMLSX vs VIVAX Comparison
Open Charts LMLSX vs VIVAX
ClearBridge Large Cap Value IS
Price$40.61
Change+$0.27 (+0.67%)
VolumeN/A
Net Assets2.35B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LMLSX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMLSX vs. VIVAX commentary
Jul 07, 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 LMLSX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. LMLSX (2.35B). VIVAX pays higher dividends than LMLSX: VIVAX (2.06) vs LMLSX (1.40). LMLSX was incepted earlier than VIVAX: LMLSX (12 years) vs VIVAX (33 years). LMLSX (0.45) is less costly to investors than VIVAX (0.17). LMLSX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than LMLSX: VIVAX (3000) vs LMLSX (1000000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. LMLSX (-1.80). VIVAX return over 5 years is better than : 80.14 vs. LMLSX (47.63).
| LMLSX | VIVAX | LMLSX / VIVAX | |
| Total Expense Ratio | 0.45 | 0.17 | 265% |
| Annual Report Gross Expense Ratio | 0.45 | 0.17 | 265% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 3.798 | 6.209 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 189B | 1% |
| Annual Yield % from dividends | 1.40 | 2.06 | 68% |
| Returns for 1 year | -1.80 | 12.04 | -15% |
| Returns for 3 years | 24.48 | 35.16 | 70% |
| Returns for 5 years | 47.63 | 80.14 | 59% |
| Returns for 10 years | 59.68 | 115.74 | 52% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement