LMPIX
Price
$38.93
Change
+$0.10 (+0.26%)
Updated
Aug 28 closing price
Net Assets
9.45B
VSMPX
Price
$292.34
Change
+$1.05 (+0.36%)
Updated
Aug 28 closing price
Net Assets
1.91T
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LMPIX vs VSMPX

Header iconLMPIX vs VSMPX Comparison
Open Charts LMPIX vs VSMPXBanner chart's image
ClearBridge Appreciation FI
Price$38.93
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets9.45B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.34
Change+$1.05 (+0.36%)
VolumeN/A
Net Assets1.91T
LMPIX vs VSMPX Comparison Chart in %
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VS
LMPIX vs. VSMPX commentary
Aug 29, 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. LMPIX (9.45B). 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 : 15.93 vs. LMPIX (6.57). VSMPX return over 5 years is better than : 80.29 vs. LMPIX (40.44).
LMPIXVSMPXLMPIX / VSMPX
Total Expense Ratio1.000.025,000%
Annual Report Gross Expense Ratio1.000.025,000%
Fund Existence17 years10 years-
Gain YTD10.69010.147105%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.45B1.91T0%
Annual Yield % from dividends0.351.2029%
Returns for 1 year6.5715.9341%
Returns for 3 years32.1858.2055%
Returns for 5 years40.4480.2950%
Returns for 10 years104.41213.9449%
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