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LMPIX vs VTSAX
LMPIX vs VTSAX Comparison
Open Charts LMPIX vs VTSAX
ClearBridge Appreciation FI
Price$35.79
Change-$0.52 (-1.43%)
VolumeN/A
Net Assets8.98B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
LMPIX vs VTSAX Comparison Chart
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LMPIX vs. VTSAX commentary
Feb 23, 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: 1.84T vs. LMPIX (8.98B). VTSAX pays higher dividends than LMPIX: VTSAX (1.35) vs LMPIX (0.51). LMPIX was incepted earlier than VTSAX: LMPIX (16 years) vs VTSAX (24 years). LMPIX is a more actively managed with annual turnover of: 13.00 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 : 17.60 vs. LMPIX (6.72). VTSAX return over 5 years is better than : 74.84 vs. LMPIX (35.81).
| LMPIX | VTSAX | LMPIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 2.024 | 2.127 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 1.84T | 0% |
| Annual Yield % from dividends | 0.51 | 1.35 | 37% |
| Returns for 1 year | 6.72 | 17.60 | 38% |
| Returns for 3 years | 18.15 | 36.79 | 49% |
| Returns for 5 years | 35.81 | 74.84 | 48% |
| Returns for 10 years | 78.01 | 180.79 | 43% |
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