Interact to see
Advertisement
Advertisement
LMPPX vs VTSMX
LMPPX vs VTSMX Comparison
Open Charts LMPPX vs VTSMX
ClearBridge Appreciation R
Price$37.97
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets9.43B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
LMPPX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMPPX vs. VTSMX commentary
Jul 27, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LMPPX (9.44B). 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 : 17.75 vs. LMPPX (8.84). VTSMX return over 5 years is better than : 93.51 vs. LMPPX (49.75).
| LMPPX | VTSMX | LMPPX / VTSMX | |
| Total Expense Ratio | 1.24 | 0.14 | 886% |
| Annual Report Gross Expense Ratio | 1.24 | 0.14 | 886% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 9.329 | 8.287 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.44B | 1.91T | 0% |
| Annual Yield % from dividends | 0.09 | 1.12 | 8% |
| Returns for 1 year | 8.84 | 17.75 | 50% |
| Returns for 3 years | 33.48 | 60.60 | 55% |
| Returns for 5 years | 49.75 | 93.51 | 53% |
| Returns for 10 years | 86.10 | 200.97 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement