Ad is loading...
LMPPX vs VTSAX
LMPPX vs VTSAX Comparison
Open Charts LMPPX vs VTSAX
ClearBridge Appreciation R
Price$35.88
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets9.06B
Vanguard Total Stock Mkt Idx Adm
Price$146.13
Change+$0.88 (+0.61%)
VolumeN/A
Net Assets1.78T
LMPPX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMPPX vs. VTSAX commentary
Jan 31, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. LMPPX (9.06B). 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 : 24.49 vs. LMPPX (12.32). VTSAX return over 5 years is better than : 83.08 vs. LMPPX (38.59).
| 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 | 2.678 | 2.992 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.06B | 1.78T | 1% |
| Annual Yield % from dividends | 0.26 | 1.35 | 19% |
| Returns for 1 year | 12.32 | 24.49 | 50% |
| Returns for 3 years | 12.21 | 31.85 | 38% |
| Returns for 5 years | 38.59 | 83.08 | 46% |
| Returns for 10 years | 83.45 | 197.28 | 42% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers