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LMPIX vs VTSAX
LMPIX vs VTSAX Comparison
Open Charts LMPIX vs VTSAX
ClearBridge Appreciation FI
Price$38.09
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets9.37B
Vanguard Total Stock Mkt Idx Adm
Price$151.34
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
LMPIX vs VTSAX Comparison Chart in %
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LMPIX vs. VTSAX commentary
Aug 08, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. LMPIX (9.37B). VTSAX pays higher dividends than LMPIX: VTSAX (1.18) vs LMPIX (0.35). LMPIX was incepted earlier than VTSAX: LMPIX (17 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 : 21.78 vs. LMPIX (12.21). VTSAX return over 5 years is better than : 83.94 vs. LMPIX (45.15).
| 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 | 17 years | 25 years | - |
| Gain YTD | 8.837 | 7.459 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.37B | 1.91T | 0% |
| Annual Yield % from dividends | 0.35 | 1.18 | 30% |
| Returns for 1 year | 12.21 | 21.78 | 56% |
| Returns for 3 years | 28.25 | 50.18 | 56% |
| Returns for 5 years | 45.15 | 83.94 | 54% |
| Returns for 10 years | 89.18 | 197.46 | 45% |
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