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LMESX vs VTSAX
LMESX vs VTSAX Comparison
Open Charts LMESX vs VTSAX
ClearBridge Appreciation IS
Price$37.37
Change+$0.27 (+0.73%)
VolumeN/A
Net Assets9.26B
Vanguard Total Stock Mkt Idx Adm
Price$150.50
Change+$0.91 (+0.61%)
VolumeN/A
Net Assets1.91T
LMESX vs VTSAX Comparison Chart in %
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LMESX vs. VTSAX commentary
Jul 18, 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: 1.91T vs. LMESX (9.26B). VTSAX pays higher dividends than LMESX: VTSAX (1.21) vs LMESX (0.76). 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 : 11.80 vs. LMESX (3.54). VTSAX return over 5 years is better than : 89.12 vs. LMESX (51.26).
| 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 | 7.567 | 6.118 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.26B | 1.91T | 0% |
| Annual Yield % from dividends | 0.76 | 1.21 | 62% |
| Returns for 1 year | 3.54 | 11.80 | 30% |
| Returns for 3 years | 36.38 | 61.23 | 59% |
| Returns for 5 years | 51.26 | 89.12 | 58% |
| Returns for 10 years | 87.94 | 190.51 | 46% |
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