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LMPPX vs VTSAX
LMPPX vs VTSAX Comparison
Open Charts LMPPX vs VTSAX
ClearBridge Appreciation R
Price$37.44
Change+$0.35 (+0.94%)
VolumeN/A
Net Assets9.33B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
LMPPX vs VTSAX Comparison Chart in %
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LMPPX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. LMPPX (9.33B). VTSAX pays higher dividends than LMPPX: VTSAX (1.21) vs LMPPX (0.09). LMPPX was incepted earlier than VTSAX: LMPPX (19 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 : 13.89 vs. LMPPX (5.06). VTSAX return over 5 years is better than : 95.62 vs. LMPPX (51.98).
| 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 | 19 years | 25 years | - |
| Gain YTD | 7.803 | 6.416 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33B | 1.82T | 1% |
| Annual Yield % from dividends | 0.09 | 1.21 | 8% |
| Returns for 1 year | 5.06 | 13.89 | 36% |
| Returns for 3 years | 33.53 | 62.12 | 54% |
| Returns for 5 years | 51.98 | 95.62 | 54% |
| Returns for 10 years | 86.17 | 198.69 | 43% |
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