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LMESX vs VTSMX
LMESX vs VTSMX Comparison
Open Charts LMESX vs VTSMX
ClearBridge Appreciation IS
Price$37.37
Change+$0.27 (+0.73%)
VolumeN/A
Net Assets9.26B
Vanguard Total Stock Mkt Idx I
Price$150.47
Change+$0.90 (+0.60%)
VolumeN/A
Net Assets1.91T
LMESX vs VTSMX Comparison Chart in %
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LMESX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LMESX (9.26B). VTSMX pays higher dividends than LMESX: VTSMX (1.12) vs LMESX (0.76). LMESX was incepted earlier than VTSMX: LMESX (17 years) vs VTSMX (33 years). LMESX (0.56) is less costly to investors than VTSMX (0.14). LMESX is a more actively managed with annual turnover of: 17.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LMESX: VTSMX (3000) vs LMESX (1000000). VTSMX annual gain was more profitable for investors over the last year : 11.80 vs. LMESX (3.54). VTSMX return over 5 years is better than : 89.10 vs. LMESX (51.26).
| LMESX | VTSMX | LMESX / VTSMX | |
| Total Expense Ratio | 0.56 | 0.14 | 400% |
| Annual Report Gross Expense Ratio | 0.56 | 0.14 | 400% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 7.567 | 6.123 | 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 | 1.12 | 68% |
| Returns for 1 year | 3.54 | 11.80 | 30% |
| Returns for 3 years | 36.38 | 61.21 | 59% |
| Returns for 5 years | 51.26 | 89.10 | 58% |
| Returns for 10 years | 87.94 | 189.88 | 46% |
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