LMPPX
Price
$32.39
Change
+$0.41 (+1.28%)
Updated
Apr 23 closing price
Net Assets
8.03B
VSMPX
Price
$240.65
Change
+$3.98 (+1.68%)
Updated
Apr 23 closing price
Net Assets
1.7T
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LMPPX vs VSMPX

Header iconLMPPX vs VSMPX Comparison
Open Charts LMPPX vs VSMPXBanner chart's image
ClearBridge Appreciation R
Price$32.39
Change+$0.41 (+1.28%)
VolumeN/A
Net Assets8.03B
Vanguard Total Stock Mkt Idx Instl Pls
Price$240.65
Change+$3.98 (+1.68%)
VolumeN/A
Net Assets1.7T
LMPPX vs VSMPX Comparison Chart
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VS
LMPPX vs. VSMPX commentary
Apr 25, 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 LMPPX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. LMPPX (8.04B). VSMPX pays higher dividends than LMPPX: VSMPX (1.37) vs LMPPX (0.10). LMPPX was incepted earlier than VSMPX: LMPPX (18 years) vs VSMPX (10 years). LMPPX (1.27) is less costly to investors than VSMPX (0.02). LMPPX is a more actively managed with annual turnover of: 17.00 vs. VSMPX (2.00). LMPPX has a lower initial minimum investment than VSMPX: LMPPX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 3.53 vs. LMPPX (-3.58). VSMPX return over 5 years is better than : 83.75 vs. LMPPX (41.24).
LMPPXVSMPXLMPPX / VSMPX
Total Expense Ratio1.270.026,350%
Annual Report Gross Expense Ratio1.270.026,350%
Fund Existence18 years10 years-
Gain YTD-7.918-10.52075%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.04B1.7T0%
Annual Yield % from dividends0.101.378%
Returns for 1 year-3.583.53-101%
Returns for 3 years5.7521.3827%
Returns for 5 years41.2483.7549%
Returns for 10 years56.37N/A-
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