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LMPIX vs VTSAX
LMPIX vs VTSAX Comparison
Open Charts LMPIX vs VTSAX
ClearBridge Appreciation FI
Price$36.09
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets8.93B
Vanguard Total Stock Mkt Idx Adm
Price$142.15
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
LMPIX vs VTSAX Comparison Chart
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LMPIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. LMPIX (8.93B). VTSAX pays higher dividends than LMPIX: VTSAX (1.28) vs LMPIX (0.37). LMPIX was incepted earlier than VTSAX: LMPIX (16 years) vs VTSAX (25 years). LMPIX (1.00) is less costly to investors than VTSAX (0.04). LMPIX is a more actively managed with annual turnover of: 17.00 vs. VTSAX (2.00). LMPIX has a lower initial minimum investment than VTSAX: LMPIX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.40 vs. LMPIX (3.48). VTSAX return over 5 years is better than : 81.77 vs. LMPIX (44.57).
| LMPIX | VTSAX | LMPIX / VTSAX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.00 | 0.04 | 2,500% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 3.221 | 1.287 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 1.82T | 0% |
| Annual Yield % from dividends | 0.37 | 1.28 | 29% |
| Returns for 1 year | 3.48 | 11.40 | 31% |
| Returns for 3 years | 21.19 | 42.45 | 50% |
| Returns for 5 years | 44.57 | 81.77 | 55% |
| Returns for 10 years | 82.18 | 181.81 | 45% |
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