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LMPIX
Price
$38.05
Change
-$0.49 (-1.27%)
Updated
Nov 15 closing price
VSMPX
Price
$265.08
Change
-$3.50 (-1.30%)
Updated
Nov 15 closing price
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LMPIX vs VSMPX

Header iconLMPIX vs VSMPX Comparison
Open Charts LMPIX vs VSMPXBanner chart's image
ClearBridge Appreciation FI
Price$38.05
Change-$0.49 (-1.27%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
LMPIX vs VSMPX Comparison Chart
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VS
LMPIX vs. VSMPX 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 LMPIX is a StrongBuy and VSMPX is a StrongSell.

FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. LMPIX (8.96B). VSMPX pays higher dividends than LMPIX: VSMPX (1.36) vs LMPIX (0.51). LMPIX was incepted earlier than VSMPX: LMPIX (16 years) vs VSMPX (10 years). LMPIX is a more actively managed with annual turnover of: 13.00 vs. VSMPX (2.00). LMPIX has a lower initial minimum investment than VSMPX: LMPIX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 30.55 vs. LMPIX (22.69). VSMPX return over 5 years is better than : 83.80 vs. LMPIX (42.96).
LMPIXVSMPXLMPIX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years10 years-
Gain YTD22.19022.43799%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.96B1.73T1%
Annual Yield % from dividends0.511.3637%
Returns for 1 year22.6930.5574%
Returns for 3 years8.8019.9544%
Returns for 5 years42.9683.8051%
Returns for 10 years86.69N/A-
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