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LMPIX vs VSTSX
LMPIX vs VSTSX Comparison
Open Charts LMPIX vs VSTSX
ClearBridge Appreciation FI
Price$36.09
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets8.93B
Vanguard Total Stock Mkt Idx Instl Sel
Price$279.94
Change-$1.28 (-0.46%)
VolumeN/A
Net Assets1.82T
LMPIX vs VSTSX Comparison Chart
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LMPIX vs. VSTSX commentary
Jun 07, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. LMPIX (8.93B). VSTSX pays higher dividends than LMPIX: VSTSX (1.29) vs LMPIX (0.37). LMPIX was incepted earlier than VSTSX: LMPIX (16 years) vs VSTSX (9 years). LMPIX (1.00) is less costly to investors than VSTSX (0.01). LMPIX is a more actively managed with annual turnover of: 17.00 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 : 11.42 vs. LMPIX (3.48). VSTSX return over 5 years is better than : 81.89 vs. LMPIX (44.57).
| LMPIX | VSTSX | LMPIX / VSTSX | |
| Total Expense Ratio | 1.00 | 0.01 | 10,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.01 | 10,000% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 3.221 | 1.300 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 1.82T | 0% |
| Annual Yield % from dividends | 0.37 | 1.29 | 29% |
| Returns for 1 year | 3.48 | 11.42 | 31% |
| Returns for 3 years | 21.19 | 42.54 | 50% |
| Returns for 5 years | 44.57 | 81.89 | 54% |
| Returns for 10 years | 82.18 | N/A | - |
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