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LMESX vs VTSAX
LMESX vs VTSAX Comparison
Open Charts LMESX vs VTSAX
ClearBridge Appreciation IS
Price$37.59
Change-$0.49 (-1.29%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
LMESX vs VTSAX Comparison Chart
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LMESX vs. VTSAX commentary
Nov 18, 2024
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 StrongBuy and VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. LMESX (8.96B). VTSAX pays higher dividends than LMESX: VTSAX (1.35) vs LMESX (0.89). LMESX was incepted earlier than VTSAX: LMESX (16 years) vs VTSAX (24 years). LMESX is a more actively managed with annual turnover of: 13.00 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 : 30.54 vs. LMESX (23.16). VTSAX return over 5 years is better than : 83.75 vs. LMESX (45.62).
| LMESX | VTSAX | LMESX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 22.643 | 22.422 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 1.73T | 1% |
| Annual Yield % from dividends | 0.89 | 1.35 | 66% |
| Returns for 1 year | 23.16 | 30.54 | 76% |
| Returns for 3 years | 9.95 | 19.92 | 50% |
| Returns for 5 years | 45.62 | 83.75 | 54% |
| Returns for 10 years | 89.48 | 186.74 | 48% |
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