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LMESX vs VTSAX
LMESX vs VTSAX Comparison
Open Charts LMESX vs VTSAX
ClearBridge Appreciation IS
Price$35.83
Change+$0.28 (+0.79%)
VolumeN/A
Net Assets8.93B
Vanguard Total Stock Mkt Idx Adm
Price$143.67
Change+$1.52 (+1.07%)
VolumeN/A
Net Assets1.82T
LMESX vs VTSAX Comparison Chart
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LMESX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. LMESX (8.93B). VTSAX pays higher dividends than LMESX: VTSAX (1.28) vs LMESX (0.79). LMESX was incepted earlier than VTSAX: LMESX (17 years) vs VTSAX (25 years). LMESX (0.56) is less costly to investors than VTSAX (0.04). LMESX is a more actively managed with annual turnover of: 17.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than LMESX: VTSAX (3000) vs LMESX (1000000). VTSAX annual gain was more profitable for investors over the last year : 10.96 vs. LMESX (3.43). VTSAX return over 5 years is better than : 80.95 vs. LMESX (46.64).
| LMESX | VTSAX | LMESX / VTSAX | |
| Total Expense Ratio | 0.56 | 0.04 | 1,400% |
| Annual Report Gross Expense Ratio | 0.56 | 0.04 | 1,400% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 3.073 | 0.826 | 372% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 1.82T | 0% |
| Annual Yield % from dividends | 0.79 | 1.28 | 61% |
| Returns for 1 year | 3.43 | 10.96 | 31% |
| Returns for 3 years | 20.85 | 40.35 | 52% |
| Returns for 5 years | 46.64 | 80.95 | 58% |
| Returns for 10 years | 85.31 | 180.53 | 47% |
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