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LMPIX vs VTSMX
LMPIX vs VTSMX Comparison
Open Charts LMPIX vs VTSMX
ClearBridge Appreciation FI
Price$34.56
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets8.54B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
LMPIX vs VTSMX Comparison Chart
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LMPIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. LMPIX (8.54B). VTSMX pays higher dividends than LMPIX: VTSMX (1.26) vs LMPIX (0.39). LMPIX was incepted earlier than VTSMX: LMPIX (16 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 : 7.85 vs. LMPIX (1.13). VTSMX return over 5 years is better than : 87.92 vs. LMPIX (49.32).
| LMPIX | VTSMX | LMPIX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.00 | 0.14 | 714% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | -1.767 | -4.660 | 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 | 1.26 | 31% |
| Returns for 1 year | 1.13 | 7.85 | 14% |
| Returns for 3 years | 19.58 | 39.37 | 50% |
| Returns for 5 years | 49.32 | 87.92 | 56% |
| Returns for 10 years | 71.48 | 162.78 | 44% |
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