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LMLSX vs VIVAX
LMLSX vs VIVAX Comparison
Open Charts LMLSX vs VIVAX
ClearBridge Large Cap Value IS
Price$41.15
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets2.35B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
LMLSX vs VIVAX Comparison Chart in %
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LMLSX vs. VIVAX commentary
Aug 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 LMLSX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. LMLSX (2.35B). VIVAX pays higher dividends than LMLSX: VIVAX (2.06) vs LMLSX (1.39). 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 : 7.90 vs. LMLSX (-2.15). VIVAX return over 5 years is better than : 68.56 vs. LMLSX (38.04).
| 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 | 5.178 | 6.512 | 80% |
| 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 | 196B | 1% |
| Annual Yield % from dividends | 1.39 | 2.06 | 68% |
| Returns for 1 year | -2.15 | 7.90 | -27% |
| Returns for 3 years | 14.65 | 25.93 | 56% |
| Returns for 5 years | 38.04 | 68.56 | 55% |
| Returns for 10 years | 59.24 | 114.64 | 52% |
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