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LMLSX vs VIVAX
LMLSX vs VIVAX Comparison
Open Charts LMLSX vs VIVAX
ClearBridge Large Cap Value IS
Price$42.25
Change+$0.33 (+0.79%)
VolumeN/A
Net Assets2.39B
Vanguard Value Index I
Price$72.78
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
LMLSX vs VIVAX Comparison Chart in %
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LMLSX vs. VIVAX commentary
Sep 29, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. LMLSX (2.39B). VIVAX pays higher dividends than LMLSX: VIVAX (1.99) vs LMLSX (1.35). 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 : 7.64 vs. LMLSX (-2.34). VIVAX return over 5 years is better than : 81.78 vs. LMLSX (46.88).
| 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 | 7.990 | 10.222 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 203B | 1% |
| Annual Yield % from dividends | 1.35 | 1.99 | 68% |
| Returns for 1 year | -2.34 | 7.64 | -31% |
| Returns for 3 years | 36.41 | 50.22 | 73% |
| Returns for 5 years | 46.88 | 81.78 | 57% |
| Returns for 10 years | 82.88 | 147.68 | 56% |
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