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LMPPX vs VTSAX
LMPPX vs VTSAX Comparison
Open Charts LMPPX vs VTSAX
ClearBridge Appreciation R
Price$32.59
Change-$1.30 (-3.84%)
VolumeN/A
Net Assets8.55B
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
LMPPX vs VTSAX Comparison Chart
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LMPPX vs. VTSAX commentary
Apr 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. LMPPX (8.55B). VTSAX pays higher dividends than LMPPX: VTSAX (1.35) vs LMPPX (0.10). LMPPX was incepted earlier than VTSAX: LMPPX (18 years) vs VTSAX (24 years). LMPPX (1.27) 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 : 8.05 vs. LMPPX (-0.26). VTSAX return over 5 years is better than : 126.25 vs. LMPPX (68.81).
| LMPPX | VTSAX | LMPPX / VTSAX | |
| Total Expense Ratio | 1.27 | 0.04 | 3,175% |
| Annual Report Gross Expense Ratio | 1.27 | 0.04 | 3,175% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -2.419 | -3.990 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 1.81T | 0% |
| Annual Yield % from dividends | 0.10 | 1.35 | 8% |
| Returns for 1 year | -0.26 | 8.05 | -3% |
| Returns for 3 years | 5.56 | 21.03 | 26% |
| Returns for 5 years | 68.81 | 126.25 | 55% |
| Returns for 10 years | 68.27 | 167.38 | 41% |
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