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LMPIX vs VTSMX
LMPIX vs VTSMX Comparison
Open Charts LMPIX vs VTSMX
ClearBridge Appreciation FI
Price$37.51
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets9.22B
Vanguard Total Stock Mkt Idx I
Price$148.71
Change+$0.80 (+0.54%)
VolumeN/A
Net Assets1.82T
LMPIX vs VTSMX Comparison Chart in %
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LMPIX vs. VTSMX commentary
Jul 03, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. LMPIX (9.22B). VTSMX pays higher dividends than LMPIX: VTSMX (1.12) vs LMPIX (0.36). 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 : 12.83 vs. LMPIX (4.42). VTSMX return over 5 years is better than : 92.88 vs. LMPIX (52.44).
| LMPIX | VTSMX | LMPIX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.00 | 0.14 | 714% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 6.642 | 4.945 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.22B | 1.82T | 1% |
| Annual Yield % from dividends | 0.36 | 1.12 | 32% |
| Returns for 1 year | 4.42 | 12.83 | 34% |
| Returns for 3 years | 33.18 | 59.83 | 55% |
| Returns for 5 years | 52.44 | 92.88 | 56% |
| Returns for 10 years | 87.95 | 192.85 | 46% |