LMPIX
Price
$38.93
Change
+$0.10 (+0.26%)
Updated
Aug 28 closing price
Net Assets
9.45B
VTSMX
Price
$155.77
Change
+$0.56 (+0.36%)
Updated
Aug 28 closing price
Net Assets
1.91T
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LMPIX vs VTSMX

Header iconLMPIX vs VTSMX Comparison
Open Charts LMPIX vs VTSMXBanner chart's image
ClearBridge Appreciation FI
Price$38.93
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets9.45B
Vanguard Total Stock Mkt Idx I
Price$155.77
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
LMPIX vs VTSMX Comparison Chart in %
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LMPIX vs. VTSMX commentary
Aug 29, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LMPIX (9.45B). VTSMX pays higher dividends than LMPIX: VTSMX (1.09) vs LMPIX (0.35). LMPIX was incepted earlier than VTSMX: LMPIX (17 years) vs VTSMX (33 years). LMPIX (1.00) is less costly to investors than VTSMX (0.14). LMPIX is a more actively managed with annual turnover of: 17.00 vs. VTSMX (2.00). LMPIX has a lower initial minimum investment than VTSMX: LMPIX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 15.91 vs. LMPIX (6.57). VTSMX return over 5 years is better than : 80.22 vs. LMPIX (40.44).
LMPIXVTSMXLMPIX / VTSMX
Total Expense Ratio1.000.14714%
Annual Report Gross Expense Ratio1.000.14714%
Fund Existence17 years33 years-
Gain YTD10.69010.125106%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.45B1.91T0%
Annual Yield % from dividends0.351.0932%
Returns for 1 year6.5715.9141%
Returns for 3 years32.1858.1355%
Returns for 5 years40.4480.2250%
Returns for 10 years104.41223.5547%
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