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LMESX vs VSTSX
LMESX vs VSTSX Comparison
Open Charts LMESX vs VSTSX
ClearBridge Appreciation IS
Price$32.24
Change+$0.41 (+1.29%)
VolumeN/A
Net Assets8.03B
Vanguard Total Stock Mkt Idx Instl Sel
Price$252.58
Change+$4.17 (+1.68%)
VolumeN/A
Net Assets1.7T
LMESX vs VSTSX Comparison Chart
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LMESX vs. VSTSX commentary
Apr 24, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. LMESX (8.04B). VSTSX pays higher dividends than LMESX: VSTSX (1.37) vs LMESX (0.83). LMESX was incepted earlier than VSTSX: LMESX (17 years) vs VSTSX (9 years). LMESX (0.57) 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 : 3.54 vs. LMESX (-2.97). VSTSX return over 5 years is better than : 83.81 vs. LMESX (45.98).
| LMESX | VSTSX | LMESX / VSTSX | |
| Total Expense Ratio | 0.57 | 0.01 | 5,700% |
| Annual Report Gross Expense Ratio | 0.57 | 0.01 | 5,700% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | -7.712 | -10.519 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.04B | 1.7T | 0% |
| Annual Yield % from dividends | 0.83 | 1.37 | 61% |
| Returns for 1 year | -2.97 | 3.54 | -84% |
| Returns for 3 years | 7.81 | 21.41 | 36% |
| Returns for 5 years | 45.98 | 83.81 | 55% |
| Returns for 10 years | 63.47 | N/A | - |