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LMPIX vs VTSMX
LMPIX vs VTSMX Comparison
Open Charts LMPIX vs VTSMX
ClearBridge Appreciation FI
Price$32.27
Change-$0.90 (-2.71%)
VolumeN/A
Net Assets8.25B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
LMPIX vs VTSMX Comparison Chart
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LMPIX vs. VTSMX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. LMPIX (8.25B). VTSMX pays higher dividends than LMPIX: VTSMX (1.25) vs LMPIX (0.39). LMPIX was incepted earlier than VTSMX: LMPIX (16 years) vs VTSMX (33 years). LMPIX (1.05) 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 : 4.72 vs. LMPIX (-2.23). VTSMX return over 5 years is better than : 92.15 vs. LMPIX (48.69).
| LMPIX | VTSMX | LMPIX / VTSMX | |
| Total Expense Ratio | 1.05 | 0.14 | 750% |
| Annual Report Gross Expense Ratio | 1.05 | 0.14 | 750% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | -5.445 | -7.881 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.25B | 1.7T | 0% |
| Annual Yield % from dividends | 0.39 | 1.25 | 31% |
| Returns for 1 year | -2.23 | 4.72 | -47% |
| Returns for 3 years | 5.96 | 20.95 | 28% |
| Returns for 5 years | 48.69 | 92.15 | 53% |
| Returns for 10 years | 66.01 | 154.63 | 43% |
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