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LMESX vs VTSMX
LMESX vs VTSMX Comparison
Open Charts LMESX vs VTSMX
ClearBridge Appreciation IS
Price$30.60
Change-$1.82 (-5.61%)
VolumeN/A
Net Assets7.75B
Vanguard Total Stock Mkt Idx I
Price$120.93
Change-$7.54 (-5.87%)
VolumeN/A
Net Assets1.81T
LMESX vs VTSMX Comparison Chart
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LMESX vs. VTSMX commentary
Apr 07, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. LMESX (7.75B). VTSMX pays higher dividends than LMESX: VTSMX (1.25) vs LMESX (0.83). LMESX was incepted earlier than VTSMX: LMESX (17 years) vs VTSMX (33 years). LMESX (0.57) 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 : -2.29 vs. LMESX (-7.94). VTSMX return over 5 years is better than : 102.14 vs. LMESX (58.33).
| LMESX | VTSMX | LMESX / VTSMX | |
| Total Expense Ratio | 0.57 | 0.14 | 407% |
| Annual Report Gross Expense Ratio | 0.57 | 0.14 | 407% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -11.279 | -14.209 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.75B | 1.81T | 0% |
| Annual Yield % from dividends | 0.83 | 1.25 | 66% |
| Returns for 1 year | -7.94 | -2.29 | 347% |
| Returns for 3 years | -1.48 | 9.69 | -15% |
| Returns for 5 years | 58.33 | 102.14 | 57% |
| Returns for 10 years | 59.89 | 139.03 | 43% |
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