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LMPPX vs VTSMX
LMPPX vs VTSMX Comparison
Open Charts LMPPX vs VTSMX
ClearBridge Appreciation R
Price$38.25
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets9.51B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
LMPPX vs VTSMX Comparison Chart in %
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LMPPX vs. VTSMX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LMPPX (9.51B). VTSMX pays higher dividends than LMPPX: VTSMX (1.09) 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 : 16.52 vs. LMPPX (7.41). VTSMX return over 5 years is better than : 86.32 vs. LMPPX (43.94).
| 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 | 10.366 | 9.557 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.51B | 1.91T | 0% |
| Annual Yield % from dividends | 0.09 | 1.09 | 8% |
| Returns for 1 year | 7.41 | 16.52 | 45% |
| Returns for 3 years | 23.86 | 47.19 | 51% |
| Returns for 5 years | 43.94 | 86.32 | 51% |
| Returns for 10 years | 88.04 | 203.34 | 43% |
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