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LMPIX vs VSTSX
LMPIX vs VSTSX Comparison
Open Charts LMPIX vs VSTSX
ClearBridge Appreciation FI
Price$32.27
Change-$0.90 (-2.71%)
VolumeN/A
Net Assets8.25B
Vanguard Total Stock Mkt Idx Instl Sel
Price$246.68
Change-$9.07 (-3.55%)
VolumeN/A
Net Assets1.7T
LMPIX vs VSTSX Comparison Chart
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LMPIX vs. VSTSX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. LMPIX (8.25B). VSTSX pays higher dividends than LMPIX: VSTSX (1.37) vs LMPIX (0.39). LMPIX was incepted earlier than VSTSX: LMPIX (16 years) vs VSTSX (9 years). LMPIX (1.05) 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 : 4.75 vs. LMPIX (-2.23). VSTSX return over 5 years is better than : 92.30 vs. LMPIX (48.69).
| LMPIX | VSTSX | LMPIX / VSTSX | |
| Total Expense Ratio | 1.05 | 0.01 | 10,500% |
| Annual Report Gross Expense Ratio | 1.05 | 0.01 | 10,500% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | -5.445 | -7.875 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.25B | 1.7T | 0% |
| Annual Yield % from dividends | 0.39 | 1.37 | 29% |
| Returns for 1 year | -2.23 | 4.75 | -47% |
| Returns for 3 years | 5.96 | 21.04 | 28% |
| Returns for 5 years | 48.69 | 92.30 | 53% |
| Returns for 10 years | 66.01 | N/A | - |
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