Interact to see
Advertisement
Advertisement
LMPPX vs VTSMX
LMPPX vs VTSMX Comparison
Open Charts LMPPX vs VTSMX
ClearBridge Appreciation R
Price$38.59
Change+$0.33 (+0.86%)
VolumeN/A
Net Assets9.56B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
LMPPX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMPPX vs. VTSMX commentary
Sep 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. LMPPX (9.56B). VTSMX pays higher dividends than LMPPX: VTSMX (1.07) 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 : 18.26 vs. LMPPX (7.99). VTSMX return over 5 years is better than : 85.31 vs. LMPPX (42.28).
| 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 | 11.114 | 10.550 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.56B | 1.95T | 0% |
| Annual Yield % from dividends | 0.09 | 1.07 | 9% |
| Returns for 1 year | 7.99 | 18.26 | 44% |
| Returns for 3 years | 35.38 | 63.95 | 55% |
| Returns for 5 years | 42.28 | 85.31 | 50% |
| Returns for 10 years | 100.84 | 224.80 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LQTI | 20.33 | 0.09 | +0.44% |
| FT Vest Investment Grade & Target Income ETF | |||
| IGLD | 22.73 | 0.08 | +0.35% |
| FT Vest Gold Strategy Trgt Inc ETF | |||
| LEAD | 74.62 | 0.19 | +0.26% |
| Siren DIVCON Leaders Dividend ETF | |||
| KPRO | 29.45 | N/A | N/A |
| KraneShares 100% KWEB Dfnd OutcmJan27ETF | |||
| CTA | 27.38 | -0.46 | -1.65% |
| Simplify Managed Futures Strategy ETF | |||