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LMPIX vs VSMPX
LMPIX vs VSMPX Comparison
Open Charts LMPIX vs VSMPX
ClearBridge Appreciation FI
Price$39.93
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets9.71B
Vanguard Total Stock Mkt Idx Instl Pls
Price$302.98
Change+$1.93 (+0.64%)
VolumeN/A
Net Assets2.02T
LMPIX vs VSMPX Comparison Chart in %
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LMPIX vs. VSMPX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. LMPIX (9.71B). VSMPX pays higher dividends than LMPIX: VSMPX (1.15) vs LMPIX (0.34). 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 : 16.79 vs. LMPIX (7.56). VSMPX return over 5 years is better than : 86.68 vs. LMPIX (45.41).
| 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 | 13.398 | 13.861 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.71B | 2.02T | 0% |
| Annual Yield % from dividends | 0.34 | 1.15 | 30% |
| Returns for 1 year | 7.56 | 16.79 | 45% |
| Returns for 3 years | 47.99 | 81.30 | 59% |
| Returns for 5 years | 45.41 | 86.68 | 52% |
| Returns for 10 years | 104.27 | 219.76 | 47% |
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