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LMESX vs VSTSX
LMESX vs VSTSX Comparison
Open Charts LMESX vs VSTSX
ClearBridge Appreciation IS
Price$37.55
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets9.37B
Vanguard Total Stock Mkt Idx Instl Sel
Price$298.03
Change-$0.27 (-0.09%)
VolumeN/A
Net Assets1.91T
LMESX vs VSTSX Comparison Chart in %
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LMESX vs. VSTSX 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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. LMESX (9.37B). VSTSX pays higher dividends than LMESX: VSTSX (1.20) vs LMESX (0.74). LMESX was incepted earlier than VSTSX: LMESX (17 years) vs VSTSX (9 years). LMESX (0.56) is less costly to investors than VSTSX (0.01). LMESX is a more actively managed with annual turnover of: 17.00 vs. VSTSX (2.00). LMESX has a lower initial minimum investment than VSTSX: LMESX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 21.80 vs. LMESX (12.56). VSTSX return over 5 years is better than : 84.04 vs. LMESX (47.72).
| LMESX | VSTSX | LMESX / VSTSX | |
| Total Expense Ratio | 0.56 | 0.01 | 5,600% |
| Annual Report Gross Expense Ratio | 0.56 | 0.01 | 5,600% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 9.133 | 7.468 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| 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 | 21.80 | 58% |
| Returns for 3 years | 29.53 | 50.27 | 59% |
| Returns for 5 years | 47.72 | 84.04 | 57% |
| Returns for 10 years | 93.03 | N/A | - |
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