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LMPPX vs VITSX
LMPPX vs VITSX Comparison
Open Charts LMPPX vs VITSX
ClearBridge Appreciation R
Price$37.60
Change-$0.49 (-1.29%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$141.31
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
LMPPX vs VITSX Comparison Chart
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LMPPX vs. VITSX commentary
Nov 18, 2024
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 LMPPX is a StrongBuy and VITSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.73T vs. LMPPX (8.96B). VITSX pays higher dividends than LMPPX: VITSX (1.36) vs LMPPX (0.26). LMPPX was incepted earlier than VITSX: LMPPX (18 years) vs VITSX (27 years). LMPPX is a more actively managed with annual turnover of: 13.00 vs. VITSX (2.00). LMPPX has a lower initial minimum investment than VITSX: LMPPX (0) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 30.53 vs. LMPPX (22.32). VITSX return over 5 years is better than : 83.73 vs. LMPPX (40.78).
| LMPPX | VITSX | LMPPX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 21.880 | 22.419 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 1.73T | 1% |
| Annual Yield % from dividends | 0.26 | 1.36 | 19% |
| Returns for 1 year | 22.32 | 30.53 | 73% |
| Returns for 3 years | 7.77 | 19.92 | 39% |
| Returns for 5 years | 40.78 | 83.73 | 49% |
| Returns for 10 years | 82.36 | 186.74 | 44% |