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LMPIX vs VTSMX
LMPIX vs VTSMX Comparison
Open Charts LMPIX vs VTSMX
ClearBridge Appreciation FI
Price$35.69
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets8.98B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
LMPIX vs VTSMX Comparison Chart
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LMPIX vs. VTSMX commentary
Jan 19, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. LMPIX (8.98B). VTSMX pays higher dividends than LMPIX: VTSMX (1.26) vs LMPIX (0.51). LMPIX was incepted earlier than VTSMX: LMPIX (16 years) vs VTSMX (33 years). LMPIX is a more actively managed with annual turnover of: 13.00 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 : 25.24 vs. LMPIX (13.83). VTSMX return over 5 years is better than : 76.07 vs. LMPIX (34.83).
| LMPIX | VTSMX | LMPIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 1.739 | 2.241 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 1.78T | 1% |
| Annual Yield % from dividends | 0.51 | 1.26 | 40% |
| Returns for 1 year | 13.83 | 25.24 | 55% |
| Returns for 3 years | 11.52 | 28.94 | 40% |
| Returns for 5 years | 34.83 | 76.07 | 46% |
| Returns for 10 years | 84.63 | 194.99 | 43% |
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