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LMPIX vs VSMPX
LMPIX vs VSMPX Comparison
Open Charts LMPIX vs VSMPX
ClearBridge Appreciation FI
Price$39.38
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets9.63B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.86 (+0.63%)
VolumeN/A
Net Assets1.95T
LMPIX vs VSMPX Comparison Chart in %
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LMPIX vs. VSMPX commentary
Sep 19, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. LMPIX (9.63B). VSMPX pays higher dividends than LMPIX: VSMPX (1.17) 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 : 17.40 vs. LMPIX (7.19). VSMPX return over 5 years is better than : 93.12 vs. LMPIX (49.09).
| 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 | 11.916 | 12.302 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.63B | 1.95T | 0% |
| Annual Yield % from dividends | 0.35 | 1.17 | 30% |
| Returns for 1 year | 7.19 | 17.40 | 41% |
| Returns for 3 years | 38.32 | 66.43 | 58% |
| Returns for 5 years | 49.09 | 93.12 | 53% |
| Returns for 10 years | 107.62 | 220.29 | 49% |
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