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LMPPX vs VTSAX
LMPPX vs VTSAX Comparison
Open Charts LMPPX vs VTSAX
ClearBridge Appreciation R
Price$35.48
Change+$0.57 (+1.63%)
VolumeN/A
Net Assets8.99B
Vanguard Total Stock Mkt Idx Adm
Price$139.99
Change-$2.62 (-1.84%)
VolumeN/A
Net Assets1.84T
LMPPX vs VTSAX Comparison Chart
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LMPPX vs. VTSAX commentary
Mar 04, 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: 1.84T vs. LMPPX (8.99B). VTSAX pays higher dividends than LMPPX: VTSAX (1.35) vs LMPPX (0.26). LMPPX was incepted earlier than VTSAX: LMPPX (18 years) vs VTSAX (24 years). LMPPX is a more actively managed with annual turnover of: 13.00 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 : 15.96 vs. LMPPX (6.68). VTSAX return over 5 years is better than : 95.73 vs. LMPPX (50.79).
| LMPPX | VTSAX | LMPPX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 2.160 | 1.120 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 1.84T | 0% |
| Annual Yield % from dividends | 0.26 | 1.35 | 19% |
| Returns for 1 year | 6.68 | 15.96 | 42% |
| Returns for 3 years | 17.02 | 34.96 | 49% |
| Returns for 5 years | 50.79 | 95.73 | 53% |
| Returns for 10 years | 74.06 | 178.70 | 41% |
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