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LMPIX vs VSTSX
LMPIX vs VSTSX Comparison
Open Charts LMPIX vs VSTSX
ClearBridge Appreciation FI
Price$35.79
Change-$0.52 (-1.43%)
VolumeN/A
Net Assets8.98B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.63
Change-$5.37 (-1.86%)
VolumeN/A
Net Assets1.84T
LMPIX vs VSTSX Comparison Chart
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LMPIX vs. VSTSX commentary
Feb 23, 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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. LMPIX (8.98B). VSTSX pays higher dividends than LMPIX: VSTSX (1.36) vs LMPIX (0.51). LMPIX was incepted earlier than VSTSX: LMPIX (16 years) vs VSTSX (9 years). LMPIX is a more actively managed with annual turnover of: 13.00 vs. VSTSX (2.00). LMPIX has a lower initial minimum investment than VSTSX: LMPIX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 17.63 vs. LMPIX (6.72). VSTSX return over 5 years is better than : 74.94 vs. LMPIX (35.81).
| LMPIX | VSTSX | LMPIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 2.024 | 2.135 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 1.84T | 0% |
| Annual Yield % from dividends | 0.51 | 1.36 | 37% |
| Returns for 1 year | 6.72 | 17.63 | 38% |
| Returns for 3 years | 18.15 | 36.87 | 49% |
| Returns for 5 years | 35.81 | 74.94 | 48% |
| Returns for 10 years | 78.01 | N/A | - |
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