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LMPFX vs VTSMX
LMPFX vs VTSMX Comparison
Open Charts LMPFX vs VTSMX
ClearBridge Growth FI
Price$115.76
Change+$0.17 (+0.15%)
VolumeN/A
Net Assets4.55B
Vanguard Total Stock Mkt Idx I
Price$161.19
Change+$0.60 (+0.37%)
VolumeN/A
Net Assets2.02T
LMPFX vs VTSMX Comparison Chart in %
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LMPFX vs. VTSMX commentary
Oct 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 LMPFX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. LMPFX (4.55B). VTSMX pays higher dividends than LMPFX: VTSMX (1.04) vs LMPFX (0.00). LMPFX was incepted earlier than VTSMX: LMPFX (18 years) vs VTSMX (33 years). LMPFX (1.16) is less costly to investors than VTSMX (0.14). LMPFX is a more actively managed with annual turnover of: 22.00 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 : 16.79 vs. LMPFX (0.23). VTSMX return over 5 years is better than : 89.96 vs. LMPFX (-35.83).
| LMPFX | VTSMX | LMPFX / VTSMX | |
| Total Expense Ratio | 1.16 | 0.14 | 829% |
| Annual Report Gross Expense Ratio | 1.16 | 0.14 | 829% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 15.926 | 13.963 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 2.02T | 0% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | 0.23 | 16.79 | 1% |
| Returns for 3 years | 3.67 | 81.38 | 5% |
| Returns for 5 years | -35.83 | 89.96 | -40% |
| Returns for 10 years | -41.19 | 229.85 | -18% |
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