Ad is loading...
LMESX vs VSMPX
LMESX vs VSMPX Comparison
Open Charts LMESX vs VSMPX
ClearBridge Appreciation IS
Price$32.24
Change+$0.41 (+1.29%)
VolumeN/A
Net Assets8.03B
Vanguard Total Stock Mkt Idx Instl Pls
Price$240.65
Change+$3.98 (+1.68%)
VolumeN/A
Net Assets1.7T
LMESX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMESX vs. VSMPX commentary
Apr 24, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. LMESX (8.04B). VSMPX pays higher dividends than LMESX: VSMPX (1.37) vs LMESX (0.83). LMESX was incepted earlier than VSMPX: LMESX (17 years) vs VSMPX (10 years). LMESX (0.57) is less costly to investors than VSMPX (0.02). LMESX is a more actively managed with annual turnover of: 17.00 vs. VSMPX (2.00). LMESX has a lower initial minimum investment than VSMPX: LMESX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 3.53 vs. LMESX (-2.97). VSMPX return over 5 years is better than : 83.75 vs. LMESX (45.98).
| LMESX | VSMPX | LMESX / VSMPX | |
| Total Expense Ratio | 0.57 | 0.02 | 2,850% |
| Annual Report Gross Expense Ratio | 0.57 | 0.02 | 2,850% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | -7.712 | -10.520 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.04B | 1.7T | 0% |
| Annual Yield % from dividends | 0.83 | 1.37 | 61% |
| Returns for 1 year | -2.97 | 3.53 | -84% |
| Returns for 3 years | 7.81 | 21.38 | 37% |
| Returns for 5 years | 45.98 | 83.75 | 55% |
| Returns for 10 years | 63.47 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LICYX | 15.70 | N/A | N/A |
| Lord Abbett International Equity I | |||
| RTXAX | 11.82 | N/A | N/A |
| Russell Inv Tax-Managed Real Assets A | |||
| FCWGX | 61.30 | N/A | N/A |
| American Funds Capital World Gr&Inc529F2 | |||
| IEYCX | 7.63 | N/A | N/A |
| Macquarie Climate Solutions C | |||
| INSLX | 38.72 | N/A | N/A |
| Invesco International Small-Mid Com R5 | |||