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LMESX vs VSMPX
LMESX vs VSMPX Comparison
Open Charts LMESX vs VSMPX
ClearBridge Appreciation IS
Price$38.18
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets9.48B
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.86
Change+$1.23 (+0.43%)
VolumeN/A
Net Assets1.91T
LMESX vs VSMPX Comparison Chart in %
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LMESX vs. VSMPX commentary
Sep 04, 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: 1.91T vs. LMESX (9.48B). VSMPX pays higher dividends than LMESX: VSMPX (1.17) vs LMESX (0.73). 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 : 16.17 vs. LMESX (6.56). VSMPX return over 5 years is better than : 82.99 vs. LMESX (45.04).
| 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 | 10.119 | 9.141 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.48B | 1.91T | 0% |
| Annual Yield % from dividends | 0.73 | 1.17 | 63% |
| Returns for 1 year | 6.56 | 16.17 | 41% |
| Returns for 3 years | 35.60 | 61.17 | 58% |
| Returns for 5 years | 45.04 | 82.99 | 54% |
| Returns for 10 years | 112.10 | 218.79 | 51% |
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