Interact to see
Advertisement
Advertisement
LMPIX vs VSMPX
LMPIX vs VSMPX Comparison
Open Charts LMPIX vs VSMPX
ClearBridge Appreciation FI
Price$38.09
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets9.37B
Vanguard Total Stock Mkt Idx Instl Pls
Price$283.94
Change-$0.26 (-0.09%)
VolumeN/A
Net Assets1.91T
LMPIX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMPIX vs. VSMPX commentary
Aug 08, 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 LMPIX is a Hold and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. LMPIX (9.37B). VSMPX pays higher dividends than LMPIX: VSMPX (1.20) vs LMPIX (0.35). LMPIX was incepted earlier than VSMPX: LMPIX (17 years) vs VSMPX (10 years). LMPIX (1.00) is less costly to investors than VSMPX (0.02). LMPIX is a more actively managed with annual turnover of: 17.00 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 : 21.79 vs. LMPIX (12.21). VSMPX return over 5 years is better than : 83.98 vs. LMPIX (45.15).
| LMPIX | VSMPX | LMPIX / VSMPX | |
| Total Expense Ratio | 1.00 | 0.02 | 5,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.02 | 5,000% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 8.837 | 7.466 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.37B | 1.91T | 0% |
| Annual Yield % from dividends | 0.35 | 1.20 | 29% |
| Returns for 1 year | 12.21 | 21.79 | 56% |
| Returns for 3 years | 28.25 | 50.22 | 56% |
| Returns for 5 years | 45.15 | 83.98 | 54% |
| Returns for 10 years | 89.18 | 188.00 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement