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LMESX vs VTSMX
LMESX vs VTSMX Comparison
Open Charts LMESX vs VTSMX
ClearBridge Appreciation IS
Price$35.10
Change+$0.26 (+0.75%)
VolumeN/A
Net Assets8.98B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
LMESX vs VTSMX Comparison Chart
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LMESX vs. VTSMX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. LMESX (8.98B). VTSMX pays higher dividends than LMESX: VTSMX (1.26) vs LMESX (0.89). LMESX was incepted earlier than VTSMX: LMESX (16 years) vs VTSMX (33 years). LMESX is a more actively managed with annual turnover of: 13.00 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 : 25.24 vs. LMESX (14.18). VTSMX return over 5 years is better than : 76.07 vs. LMESX (37.24).
| LMESX | VTSMX | LMESX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 1.769 | 2.241 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 1.78T | 1% |
| Annual Yield % from dividends | 0.89 | 1.26 | 71% |
| Returns for 1 year | 14.18 | 25.24 | 56% |
| Returns for 3 years | 12.62 | 28.94 | 44% |
| Returns for 5 years | 37.24 | 76.07 | 49% |
| Returns for 10 years | 88.32 | 194.99 | 45% |
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