LMPPX
Price
$37.44
Change
+$0.35 (+0.94%)
Updated
Jul 3 closing price
Net Assets
9.33B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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LMPPX vs VTSMX

Header iconLMPPX vs VTSMX Comparison
Open Charts LMPPX vs VTSMXBanner chart's image
ClearBridge Appreciation R
Price$37.44
Change+$0.35 (+0.94%)
VolumeN/A
Net Assets9.33B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
LMPPX vs VTSMX Comparison Chart in %
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LMPPX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. LMPPX (9.33B). VTSMX pays higher dividends than LMPPX: VTSMX (1.12) vs LMPPX (0.09). LMPPX was incepted earlier than VTSMX: LMPPX (19 years) vs VTSMX (33 years). LMPPX (1.24) is less costly to investors than VTSMX (0.14). LMPPX is a more actively managed with annual turnover of: 17.00 vs. VTSMX (2.00). LMPPX has a lower initial minimum investment than VTSMX: LMPPX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. LMPPX (5.06). VTSMX return over 5 years is better than : 95.59 vs. LMPPX (51.98).
LMPPXVTSMXLMPPX / VTSMX
Total Expense Ratio1.240.14886%
Annual Report Gross Expense Ratio1.240.14886%
Fund Existence19 years33 years-
Gain YTD7.8036.421122%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.33B1.82T1%
Annual Yield % from dividends0.091.128%
Returns for 1 year5.0613.8936%
Returns for 3 years33.5362.0854%
Returns for 5 years51.9895.5954%
Returns for 10 years86.17198.0544%
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