Interact to see
Advertisement
Advertisement
LMPPX vs VSMPX
LMPPX vs VSMPX Comparison
Open Charts LMPPX vs VSMPX
ClearBridge Appreciation R
Price$35.76
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets8.91B
Vanguard Total Stock Mkt Idx Instl Pls
Price$267.88
Change+$1.78 (+0.67%)
VolumeN/A
Net Assets1.72T
LMPPX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMPPX vs. VSMPX commentary
Jun 05, 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: 1.72T vs. LMPPX (8.91B). VSMPX pays higher dividends than LMPPX: VSMPX (1.29) vs LMPPX (0.10). LMPPX was incepted earlier than VSMPX: LMPPX (18 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 : 12.00 vs. LMPPX (3.83). VSMPX return over 5 years is better than : 85.36 vs. LMPPX (45.40).
| 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 | 18 years | 10 years | - |
| Gain YTD | 2.563 | 0.607 | 422% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.91B | 1.72T | 1% |
| Annual Yield % from dividends | 0.10 | 1.29 | 8% |
| Returns for 1 year | 3.83 | 12.00 | 32% |
| Returns for 3 years | 19.83 | 41.98 | 47% |
| Returns for 5 years | 45.40 | 85.36 | 53% |
| Returns for 10 years | 75.84 | 169.24 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement