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LMPPX vs VTSMX
LMPPX vs VTSMX Comparison
Open Charts LMPPX vs VTSMX
ClearBridge Appreciation R
Price$34.86
Change-$0.22 (-0.63%)
VolumeN/A
Net Assets8.78B
Vanguard Total Stock Mkt Idx I
Price$138.67
Change-$0.89 (-0.64%)
VolumeN/A
Net Assets1.72T
LMPPX vs VTSMX Comparison Chart
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LMPPX vs. VTSMX commentary
May 24, 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: 1.72T vs. LMPPX (8.78B). VTSMX pays higher dividends than LMPPX: VTSMX (1.26) vs LMPPX (0.10). LMPPX was incepted earlier than VTSMX: LMPPX (18 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 : 9.72 vs. LMPPX (2.52). VTSMX return over 5 years is better than : 91.66 vs. LMPPX (50.09).
| LMPPX | VTSMX | LMPPX / VTSMX | |
| Total Expense Ratio | 1.24 | 0.14 | 886% |
| Annual Report Gross Expense Ratio | 1.24 | 0.14 | 886% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 1.008 | -1.624 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.78B | 1.72T | 1% |
| Annual Yield % from dividends | 0.10 | 1.26 | 8% |
| Returns for 1 year | 2.52 | 9.72 | 26% |
| Returns for 3 years | 21.84 | 45.36 | 48% |
| Returns for 5 years | 50.09 | 91.66 | 55% |
| Returns for 10 years | 72.26 | 170.79 | 42% |
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