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LMESX vs VTSMX
LMESX vs VTSMX Comparison
Open Charts LMESX vs VTSMX
ClearBridge Appreciation IS
Price$35.83
Change+$0.28 (+0.79%)
VolumeN/A
Net Assets8.93B
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
LMESX vs VTSMX Comparison Chart
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LMESX vs. VTSMX commentary
Jun 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. LMESX (8.93B). VTSMX pays higher dividends than LMESX: VTSMX (1.18) vs LMESX (0.79). 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 : 10.96 vs. LMESX (3.43). VTSMX return over 5 years is better than : 80.94 vs. LMESX (46.64).
| 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 | 3.073 | 0.817 | 376% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 1.82T | 0% |
| Annual Yield % from dividends | 0.79 | 1.18 | 67% |
| Returns for 1 year | 3.43 | 10.96 | 31% |
| Returns for 3 years | 20.85 | 40.34 | 52% |
| Returns for 5 years | 46.64 | 80.94 | 58% |
| Returns for 10 years | 85.31 | 179.94 | 47% |
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