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LMPPX vs VTSMX
LMPPX vs VTSMX Comparison
Open Charts LMPPX vs VTSMX
ClearBridge Appreciation R
Price$32.59
Change-$1.30 (-3.84%)
VolumeN/A
Net Assets8.55B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
LMPPX vs VTSMX Comparison Chart
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LMPPX vs. VTSMX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. LMPPX (8.55B). 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 : 8.05 vs. LMPPX (-0.26). VTSMX return over 5 years is better than : 126.23 vs. LMPPX (68.81).
| 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 | -2.419 | -3.986 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 1.81T | 0% |
| Annual Yield % from dividends | 0.10 | 1.25 | 8% |
| Returns for 1 year | -0.26 | 8.05 | -3% |
| Returns for 3 years | 5.56 | 21.01 | 26% |
| Returns for 5 years | 68.81 | 126.23 | 55% |
| Returns for 10 years | 68.27 | 166.80 | 41% |
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