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LMPIX vs VTSAX
LMPIX vs VTSAX Comparison
Open Charts LMPIX vs VTSAX
ClearBridge Appreciation FI
Price$32.27
Change-$0.90 (-2.71%)
VolumeN/A
Net Assets8.25B
Vanguard Total Stock Mkt Idx Adm
Price$125.27
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
LMPIX vs VTSAX Comparison Chart
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LMPIX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. LMPIX (8.25B). VTSAX pays higher dividends than LMPIX: VTSAX (1.35) vs LMPIX (0.39). LMPIX was incepted earlier than VTSAX: LMPIX (16 years) vs VTSAX (24 years). LMPIX (1.05) 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 : 4.73 vs. LMPIX (-2.23). VTSAX return over 5 years is better than : 92.17 vs. LMPIX (48.69).
| LMPIX | VTSAX | LMPIX / VTSAX | |
| Total Expense Ratio | 1.05 | 0.04 | 2,625% |
| Annual Report Gross Expense Ratio | 1.05 | 0.04 | 2,625% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -5.445 | -7.884 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.25B | 1.7T | 0% |
| Annual Yield % from dividends | 0.39 | 1.35 | 29% |
| Returns for 1 year | -2.23 | 4.73 | -47% |
| Returns for 3 years | 5.96 | 20.97 | 28% |
| Returns for 5 years | 48.69 | 92.17 | 53% |
| Returns for 10 years | 66.01 | 155.18 | 43% |
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