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LMPFX vs VTSMX
LMPFX vs VTSMX Comparison
Open Charts LMPFX vs VTSMX
ClearBridge Growth FI
Price$119.23
Change-$2.33 (-1.92%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
LMPFX vs VTSMX Comparison Chart
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LMPFX vs. VTSMX 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 VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. LMPFX (4.46B). VTSMX pays higher dividends than LMPFX: VTSMX (1.26) vs LMPFX (0.19). LMPFX was incepted earlier than VTSMX: LMPFX (18 years) vs VTSMX (33 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 : 30.52 vs. LMPFX (10.72). VTSMX return over 5 years is better than : 83.72 vs. LMPFX (-36.99).
| LMPFX | VTSMX | LMPFX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 12.449 | 22.392 | 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 | 1.26 | 15% |
| Returns for 1 year | 10.72 | 30.52 | 35% |
| Returns for 3 years | -40.82 | 19.91 | -205% |
| Returns for 5 years | -36.99 | 83.72 | -44% |
| Returns for 10 years | -42.20 | 186.07 | -23% |