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LMESX vs VTSMX
LMESX vs VTSMX Comparison
Open Charts LMESX vs VTSMX
ClearBridge Appreciation IS
Price$37.55
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets9.37B
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
LMESX vs VTSMX Comparison Chart in %
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LMESX vs. VTSMX commentary
Aug 08, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LMESX (9.37B). VTSMX pays higher dividends than LMESX: VTSMX (1.09) vs LMESX (0.74). 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 : 21.77 vs. LMESX (12.56). VTSMX return over 5 years is better than : 83.91 vs. LMESX (47.72).
| 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 | 9.133 | 7.450 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.37B | 1.91T | 0% |
| Annual Yield % from dividends | 0.74 | 1.09 | 68% |
| Returns for 1 year | 12.56 | 21.77 | 58% |
| Returns for 3 years | 29.53 | 50.15 | 59% |
| Returns for 5 years | 47.72 | 83.91 | 57% |
| Returns for 10 years | 93.03 | 196.78 | 47% |
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