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LMPPX vs VTSAX
LMPPX vs VTSAX Comparison
Open Charts LMPPX vs VTSAX
ClearBridge Appreciation R
Price$35.78
Change-$0.37 (-1.02%)
VolumeN/A
Net Assets8.94B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
LMPPX vs VTSAX Comparison Chart
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LMPPX vs. VTSAX commentary
Jun 16, 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: 1.82T vs. LMPPX (8.94B). VTSAX pays higher dividends than LMPPX: VTSAX (1.28) 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 : 10.07 vs. LMPPX (2.09). VTSAX return over 5 years is better than : 91.40 vs. LMPPX (49.30).
| 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 | 3.023 | 1.365 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 1.82T | 0% |
| Annual Yield % from dividends | 0.10 | 1.28 | 8% |
| Returns for 1 year | 2.09 | 10.07 | 21% |
| Returns for 3 years | 31.13 | 57.61 | 54% |
| Returns for 5 years | 49.30 | 91.40 | 54% |
| Returns for 10 years | 76.29 | 179.53 | 42% |
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