Interact to see
Advertisement
Advertisement
LMESX vs VSMPX
LMESX vs VSMPX Comparison
Open Charts LMESX vs VSMPX
ClearBridge Appreciation IS
Price$37.55
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets9.37B
Vanguard Total Stock Mkt Idx Instl Pls
Price$283.94
Change-$0.26 (-0.09%)
VolumeN/A
Net Assets1.91T
LMESX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMESX vs. VSMPX commentary
Aug 08, 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 Hold and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. LMESX (9.37B). VSMPX pays higher dividends than LMESX: VSMPX (1.20) vs LMESX (0.74). LMESX was incepted earlier than VSMPX: LMESX (17 years) vs VSMPX (10 years). LMESX (0.56) 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 : 21.79 vs. LMESX (12.56). VSMPX return over 5 years is better than : 83.98 vs. LMESX (47.72).
| LMESX | VSMPX | LMESX / VSMPX | |
| Total Expense Ratio | 0.56 | 0.02 | 2,800% |
| Annual Report Gross Expense Ratio | 0.56 | 0.02 | 2,800% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 9.133 | 7.466 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.37B | 1.91T | 0% |
| Annual Yield % from dividends | 0.74 | 1.20 | 62% |
| Returns for 1 year | 12.56 | 21.79 | 58% |
| Returns for 3 years | 29.53 | 50.22 | 59% |
| Returns for 5 years | 47.72 | 83.98 | 57% |
| Returns for 10 years | 93.03 | 188.00 | 49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers