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LMESX vs VTSAX
LMESX vs VTSAX Comparison
Open Charts LMESX vs VTSAX
ClearBridge Appreciation IS
Price$32.42
Change-$1.29 (-3.83%)
VolumeN/A
Net Assets8.55B
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
LMESX vs VTSAX Comparison Chart
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LMESX vs. VTSAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. LMESX (8.55B). VTSAX pays higher dividends than LMESX: VTSAX (1.35) vs LMESX (0.83). LMESX was incepted earlier than VTSAX: LMESX (17 years) vs VTSAX (24 years). LMESX (0.57) 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 : 8.05 vs. LMESX (0.36). VTSAX return over 5 years is better than : 126.25 vs. LMESX (74.42).
| LMESX | VTSAX | LMESX / VTSAX | |
| Total Expense Ratio | 0.57 | 0.04 | 1,425% |
| Annual Report Gross Expense Ratio | 0.57 | 0.04 | 1,425% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -2.262 | -3.990 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 1.81T | 0% |
| Annual Yield % from dividends | 0.83 | 1.35 | 61% |
| Returns for 1 year | 0.36 | 8.05 | 5% |
| Returns for 3 years | 7.59 | 21.03 | 36% |
| Returns for 5 years | 74.42 | 126.25 | 59% |
| Returns for 10 years | 75.89 | 167.38 | 45% |
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