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LMPPX vs VTSMX
LMPPX vs VTSMX Comparison
Open Charts LMPPX vs VTSMX
ClearBridge Appreciation R
Price$32.39
Change+$0.41 (+1.28%)
VolumeN/A
Net Assets8.03B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
LMPPX vs VTSMX Comparison Chart
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LMPPX vs. VTSMX commentary
Apr 25, 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: 1.7T vs. LMPPX (8.04B). VTSMX pays higher dividends than LMPPX: VTSMX (1.25) vs LMPPX (0.10). LMPPX was incepted earlier than VTSMX: LMPPX (18 years) vs VTSMX (33 years). LMPPX (1.27) 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 : 3.51 vs. LMPPX (-3.58). VTSMX return over 5 years is better than : 83.68 vs. LMPPX (41.24).
| LMPPX | VTSMX | LMPPX / VTSMX | |
| Total Expense Ratio | 1.27 | 0.14 | 907% |
| Annual Report Gross Expense Ratio | 1.27 | 0.14 | 907% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | -7.918 | -10.527 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.04B | 1.7T | 0% |
| Annual Yield % from dividends | 0.10 | 1.25 | 8% |
| Returns for 1 year | -3.58 | 3.51 | -102% |
| Returns for 3 years | 5.75 | 21.32 | 27% |
| Returns for 5 years | 41.24 | 83.68 | 49% |
| Returns for 10 years | 56.37 | 144.72 | 39% |
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