Interact to see
Advertisement
Advertisement
LMPPX vs VSMPX
LMPPX vs VSMPX Comparison
Open Charts LMPPX vs VSMPX
ClearBridge Appreciation R
Price$37.44
Change+$0.35 (+0.94%)
VolumeN/A
Net Assets9.33B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
LMPPX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMPPX vs. VSMPX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. LMPPX (9.33B). VSMPX pays higher dividends than LMPPX: VSMPX (1.22) vs LMPPX (0.09). LMPPX was incepted earlier than VSMPX: LMPPX (19 years) vs VSMPX (10 years). LMPPX (1.24) 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 : 13.90 vs. LMPPX (5.06). VSMPX return over 5 years is better than : 95.69 vs. LMPPX (51.98).
| LMPPX | VSMPX | LMPPX / VSMPX | |
| Total Expense Ratio | 1.24 | 0.02 | 6,200% |
| Annual Report Gross Expense Ratio | 1.24 | 0.02 | 6,200% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 7.803 | 6.426 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33B | 1.82T | 1% |
| Annual Yield % from dividends | 0.09 | 1.22 | 8% |
| Returns for 1 year | 5.06 | 13.90 | 36% |
| Returns for 3 years | 33.53 | 62.17 | 54% |
| Returns for 5 years | 51.98 | 95.69 | 54% |
| Returns for 10 years | 86.17 | 189.21 | 46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement