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LMESX vs VTSAX
LMESX vs VTSAX Comparison
Open Charts LMESX vs VTSAX
ClearBridge Appreciation IS
Price$35.21
Change-$0.51 (-1.43%)
VolumeN/A
Net Assets8.98B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
LMESX vs VTSAX Comparison Chart
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LMESX vs. VTSAX commentary
Feb 23, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. LMESX (8.98B). VTSAX pays higher dividends than LMESX: VTSAX (1.35) vs LMESX (0.89). LMESX was incepted earlier than VTSAX: LMESX (17 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 : 17.60 vs. LMESX (7.04). VTSAX return over 5 years is better than : 74.84 vs. LMESX (38.23).
| LMESX | VTSAX | LMESX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 2.088 | 2.127 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 1.84T | 0% |
| Annual Yield % from dividends | 0.89 | 1.35 | 66% |
| Returns for 1 year | 7.04 | 17.60 | 40% |
| Returns for 3 years | 19.30 | 36.79 | 52% |
| Returns for 5 years | 38.23 | 74.84 | 51% |
| Returns for 10 years | 81.61 | 180.79 | 45% |
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