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LMPPX vs VTSMX
LMPPX vs VTSMX Comparison
Open Charts LMPPX vs VTSMX
ClearBridge Appreciation R
Price$35.88
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets9.06B
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
LMPPX vs VTSMX Comparison Chart
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LMPPX vs. VTSMX commentary
Jan 31, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. LMPPX (9.06B). VTSMX pays higher dividends than LMPPX: VTSMX (1.26) vs LMPPX (0.26). LMPPX was incepted earlier than VTSMX: LMPPX (18 years) vs VTSMX (33 years). LMPPX is a more actively managed with annual turnover of: 13.00 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 : 24.48 vs. LMPPX (12.32). VTSMX return over 5 years is better than : 83.05 vs. LMPPX (38.59).
| LMPPX | VTSMX | LMPPX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 2.678 | 2.986 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.06B | 1.78T | 1% |
| Annual Yield % from dividends | 0.26 | 1.26 | 21% |
| Returns for 1 year | 12.32 | 24.48 | 50% |
| Returns for 3 years | 12.21 | 31.83 | 38% |
| Returns for 5 years | 38.59 | 83.05 | 46% |
| Returns for 10 years | 83.45 | 196.61 | 42% |
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