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LMPFX vs VTSMX
LMPFX vs VTSMX Comparison
Open Charts LMPFX vs VTSMX
ClearBridge Growth FI
Price$118.86
Change+$0.82 (+0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$140.06
Change-$0.04 (-0.03%)
VolumeN/A
CapitalizationN/A
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LMPFX vs VTSMX Comparison Chart
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LMPFX vs. VTSMX commentary
Oct 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.75T vs. LMPFX (4.46B). VTSMX pays higher dividends than LMPFX: VTSMX (1.26) vs LMPFX (0.19). LMPFX was incepted earlier than VTSMX: LMPFX (17 years) vs VTSMX (32 years). LMPFX is a more actively managed with annual turnover of: 10.00 vs. VTSMX (2.00). LMPFX has a lower initial minimum investment than VTSMX: LMPFX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 35.17 vs. LMPFX (12.79). VTSMX return over 5 years is better than : 90.58 vs. LMPFX (-33.36).
| LMPFX | VTSMX | LMPFX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 12.100 | 21.361 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 1.75T | 0% |
| Annual Yield % from dividends | 0.19 | 1.26 | 15% |
| Returns for 1 year | 12.79 | 35.17 | 36% |
| Returns for 3 years | -37.15 | 24.61 | -151% |
| Returns for 5 years | -33.36 | 90.58 | -37% |
| Returns for 10 years | -38.07 | 205.72 | -19% |
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