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LMESX vs VSMPX
LMESX vs VSMPX Comparison
Open Charts LMESX vs VSMPX
ClearBridge Appreciation IS
Price$35.83
Change+$0.28 (+0.79%)
VolumeN/A
Net Assets8.93B
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
LMESX vs VSMPX Comparison Chart
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LMESX vs. VSMPX commentary
Jun 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 LMESX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. LMESX (8.93B). VSMPX pays higher dividends than LMESX: VSMPX (1.29) vs LMESX (0.79). 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 : 10.97 vs. LMESX (3.43). VSMPX return over 5 years is better than : 81.02 vs. LMESX (46.64).
| 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 | 3.073 | 0.837 | 367% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 1.82T | 0% |
| Annual Yield % from dividends | 0.79 | 1.29 | 61% |
| Returns for 1 year | 3.43 | 10.97 | 31% |
| Returns for 3 years | 20.85 | 40.40 | 52% |
| Returns for 5 years | 46.64 | 81.02 | 58% |
| Returns for 10 years | 85.31 | 171.64 | 50% |
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