LMPIX
Price
$38.09
Change
-$0.09 (-0.24%)
Updated
Aug 7 closing price
Net Assets
9.37B
VTSMX
Price
$151.30
Change
-$0.14 (-0.09%)
Updated
Aug 7 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$38.09
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets9.37B
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
LMPIX vs VTSMX Comparison Chart in %
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LMPIX vs. VTSMX commentary
Aug 08, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LMPIX (9.37B). 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 : 21.77 vs. LMPIX (12.21). VTSMX return over 5 years is better than : 83.91 vs. LMPIX (45.15).
LMPIXVTSMXLMPIX / VTSMX
Total Expense Ratio1.000.14714%
Annual Report Gross Expense Ratio1.000.14714%
Fund Existence17 years33 years-
Gain YTD8.8377.450119%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.37B1.91T0%
Annual Yield % from dividends0.351.0932%
Returns for 1 year12.2121.7756%
Returns for 3 years28.2550.1556%
Returns for 5 years45.1583.9154%
Returns for 10 years89.18196.7845%
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