Interact to see
Advertisement
Advertisement
LMPPX vs VTSAX
LMPPX vs VTSAX Comparison
Open Charts LMPPX vs VTSAX
ClearBridge Appreciation R
Price$38.59
Change+$0.33 (+0.86%)
VolumeN/A
Net Assets9.56B
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
LMPPX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMPPX vs. VTSAX commentary
Sep 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: 1.95T vs. LMPPX (9.56B). VTSAX pays higher dividends than LMPPX: VTSAX (1.16) 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 : 18.27 vs. LMPPX (7.99). VTSAX return over 5 years is better than : 85.33 vs. LMPPX (42.28).
| 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 | 11.114 | 10.566 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.56B | 1.95T | 0% |
| Annual Yield % from dividends | 0.09 | 1.16 | 8% |
| Returns for 1 year | 7.99 | 18.27 | 44% |
| Returns for 3 years | 35.38 | 63.99 | 55% |
| Returns for 5 years | 42.28 | 85.33 | 50% |
| Returns for 10 years | 100.84 | 225.55 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement