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LMPIX vs VTSAX
LMPIX vs VTSAX Comparison
Open Charts LMPIX vs VTSAX
ClearBridge Appreciation FI
Price$34.56
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets8.54B
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
LMPIX vs VTSAX Comparison Chart
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LMPIX vs. VTSAX commentary
May 09, 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: 1.72T vs. LMPIX (8.54B). VTSAX pays higher dividends than LMPIX: VTSAX (1.36) vs LMPIX (0.39). 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 : 7.85 vs. LMPIX (1.13). VTSAX return over 5 years is better than : 87.93 vs. LMPIX (49.32).
| 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 | -1.767 | -4.657 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.54B | 1.72T | 0% |
| Annual Yield % from dividends | 0.39 | 1.36 | 29% |
| Returns for 1 year | 1.13 | 7.85 | 14% |
| Returns for 3 years | 19.58 | 39.39 | 50% |
| Returns for 5 years | 49.32 | 87.93 | 56% |
| Returns for 10 years | 71.48 | 163.37 | 44% |
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