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LMESX vs VSMPX
LMESX vs VSMPX Comparison
Open Charts LMESX vs VSMPX
ClearBridge Appreciation IS
Price$39.40
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets9.71B
Vanguard Total Stock Mkt Idx Instl Pls
Price$302.98
Change+$1.93 (+0.64%)
VolumeN/A
Net Assets2.02T
LMESX vs VSMPX Comparison Chart in %
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LMESX vs. VSMPX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. LMESX (9.71B). VSMPX pays higher dividends than LMESX: VSMPX (1.15) vs LMESX (0.72). 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 : 16.79 vs. LMESX (7.96). VSMPX return over 5 years is better than : 86.68 vs. LMESX (47.99).
| 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 | 13.830 | 13.861 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.71B | 2.02T | 0% |
| Annual Yield % from dividends | 0.72 | 1.15 | 62% |
| Returns for 1 year | 7.96 | 16.79 | 47% |
| Returns for 3 years | 49.56 | 81.30 | 61% |
| Returns for 5 years | 47.99 | 86.68 | 55% |
| Returns for 10 years | 108.57 | 219.76 | 49% |
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