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LMPFX vs VTSAX
LMPFX vs VTSAX Comparison
Open Charts LMPFX vs VTSAX
ClearBridge Growth FI
Price$119.23
Change-$2.33 (-1.92%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
LMPFX vs VTSAX Comparison Chart
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LMPFX vs. VTSAX commentary
Nov 18, 2024
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 LMPFX is a Sell and VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. LMPFX (4.46B). VTSAX pays higher dividends than LMPFX: VTSAX (1.35) vs LMPFX (0.19). LMPFX was incepted earlier than VTSAX: LMPFX (18 years) vs VTSAX (24 years). LMPFX is a more actively managed with annual turnover of: 10.00 vs. VTSAX (2.00). LMPFX has a lower initial minimum investment than VTSAX: LMPFX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 30.54 vs. LMPFX (10.72). VTSAX return over 5 years is better than : 83.75 vs. LMPFX (-36.99).
| LMPFX | VTSAX | LMPFX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 12.449 | 22.422 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 1.73T | 0% |
| Annual Yield % from dividends | 0.19 | 1.35 | 14% |
| Returns for 1 year | 10.72 | 30.54 | 35% |
| Returns for 3 years | -40.82 | 19.92 | -205% |
| Returns for 5 years | -36.99 | 83.75 | -44% |
| Returns for 10 years | -42.20 | 186.74 | -23% |
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