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LMLSX vs VIVIX
LMLSX vs VIVIX Comparison
Open Charts LMLSX vs VIVIX
ClearBridge Large Cap Value IS
Price$40.61
Change+$0.27 (+0.67%)
VolumeN/A
Net Assets2.35B
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
LMLSX vs VIVIX Comparison Chart in %
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LMLSX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. LMLSX (2.35B). VIVIX pays higher dividends than LMLSX: VIVIX (2.19) vs LMLSX (1.40). LMLSX was incepted earlier than VIVIX: LMLSX (12 years) vs VIVIX (27 years). LMLSX (0.45) is less costly to investors than VIVIX (0.04). LMLSX is a more actively managed with annual turnover of: 22.00 vs. VIVIX (9.00). LMLSX has a lower initial minimum investment than VIVIX: LMLSX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. LMLSX (-1.80). VIVIX return over 5 years is better than : 80.14 vs. LMLSX (47.63).
| LMLSX | VIVIX | LMLSX / VIVIX | |
| Total Expense Ratio | 0.45 | 0.04 | 1,125% |
| Annual Report Gross Expense Ratio | 0.45 | 0.04 | 1,125% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 3.798 | 6.215 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 189B | 1% |
| Annual Yield % from dividends | 1.40 | 2.19 | 64% |
| Returns for 1 year | -1.80 | 12.05 | -15% |
| Returns for 3 years | 24.48 | 35.17 | 70% |
| Returns for 5 years | 47.63 | 80.14 | 59% |
| Returns for 10 years | 59.68 | 115.68 | 52% |
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