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LMPPX vs VTSAX
LMPPX vs VTSAX Comparison
Open Charts LMPPX vs VTSAX
ClearBridge Appreciation R
Price$34.86
Change-$0.22 (-0.63%)
VolumeN/A
Net Assets8.78B
Vanguard Total Stock Mkt Idx Adm
Price$138.71
Change-$0.88 (-0.63%)
VolumeN/A
Net Assets1.72T
LMPPX vs VTSAX Comparison Chart
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LMPPX vs. VTSAX commentary
May 24, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. LMPPX (8.78B). VTSAX pays higher dividends than LMPPX: VTSAX (1.36) vs LMPPX (0.10). LMPPX was incepted earlier than VTSAX: LMPPX (18 years) vs VTSAX (25 years). LMPPX (1.24) is less costly to investors than VTSAX (0.04). LMPPX is a more actively managed with annual turnover of: 17.00 vs. VTSAX (2.00). LMPPX has a lower initial minimum investment than VTSAX: LMPPX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 9.73 vs. LMPPX (2.52). VTSAX return over 5 years is better than : 91.69 vs. LMPPX (50.09).
| LMPPX | VTSAX | LMPPX / VTSAX | |
| Total Expense Ratio | 1.24 | 0.04 | 3,100% |
| Annual Report Gross Expense Ratio | 1.24 | 0.04 | 3,100% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 1.008 | -1.614 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.78B | 1.72T | 1% |
| Annual Yield % from dividends | 0.10 | 1.36 | 8% |
| Returns for 1 year | 2.52 | 9.73 | 26% |
| Returns for 3 years | 21.84 | 45.38 | 48% |
| Returns for 5 years | 50.09 | 91.69 | 55% |
| Returns for 10 years | 72.26 | 171.42 | 42% |
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