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LMESX vs VTSMX
LMESX vs VTSMX Comparison
Open Charts LMESX vs VTSMX
ClearBridge Appreciation IS
Price$38.18
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets9.48B
Vanguard Total Stock Mkt Idx I
Price$154.44
Change+$0.65 (+0.42%)
VolumeN/A
Net Assets1.91T
LMESX vs VTSMX Comparison Chart in %
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LMESX vs. VTSMX commentary
Sep 04, 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 (9.48B). VTSMX pays higher dividends than LMESX: VTSMX (1.07) vs LMESX (0.73). 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 : 16.15 vs. LMESX (6.56). VTSMX return over 5 years is better than : 82.91 vs. LMESX (45.04).
| 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 | 10.119 | 9.117 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.48B | 1.91T | 0% |
| Annual Yield % from dividends | 0.73 | 1.07 | 69% |
| Returns for 1 year | 6.56 | 16.15 | 41% |
| Returns for 3 years | 35.60 | 61.10 | 58% |
| Returns for 5 years | 45.04 | 82.91 | 54% |
| Returns for 10 years | 112.10 | 228.51 | 49% |
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