Ad is loading...
LMESX vs VTSAX
LMESX vs VTSAX Comparison
Open Charts LMESX vs VTSAX
ClearBridge Appreciation IS
Price$35.10
Change+$0.26 (+0.75%)
VolumeN/A
Net Assets8.98B
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
LMESX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMESX vs. VTSAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. LMESX (8.98B). 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 : 25.26 vs. LMESX (14.18). VTSAX return over 5 years is better than : 76.10 vs. LMESX (37.24).
| 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 | 1.769 | 2.241 | 79% |
| 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 | 1.78T | 1% |
| Annual Yield % from dividends | 0.89 | 1.35 | 66% |
| Returns for 1 year | 14.18 | 25.26 | 56% |
| Returns for 3 years | 12.62 | 28.96 | 44% |
| Returns for 5 years | 37.24 | 76.10 | 49% |
| Returns for 10 years | 88.32 | 195.63 | 45% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BITS | 76.78 | 3.22 | +4.38% |
| Global X Blockchain & Bitcoin Str ETF | |||
| TPZ | 21.85 | 0.15 | +0.69% |
| Tortoise Power and Energy Infrastructure | |||
| JBBB | 49.23 | 0.02 | +0.05% |
| Janus Henderson B-BBB CLO ETF | |||
| QCLR | 29.30 | N/A | N/A |
| Global X NASDAQ 100® Collar 95-110 ETF | |||
| BSJR | 22.62 | -0.02 | -0.09% |
| Invesco BulletShares 2027 HY Corp Bd ETF | |||