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LMESX vs VSMPX
LMESX vs VSMPX Comparison
Open Charts LMESX vs VSMPX
ClearBridge Appreciation IS
Price$38.97
Change+$0.22 (+0.57%)
VolumeN/A
Net Assets9.52B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
LMESX vs VSMPX Comparison Chart in %
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LMESX vs. VSMPX commentary
Oct 19, 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 LMESX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. LMESX (9.52B). VSMPX pays higher dividends than LMESX: VSMPX (1.15) vs LMESX (0.72). LMESX was incepted earlier than VSMPX: LMESX (17 years) vs VSMPX (10 years). LMESX (0.56) is less costly to investors than VSMPX (0.02). LMESX is a more actively managed with annual turnover of: 17.00 vs. VSMPX (2.00). LMESX has a lower initial minimum investment than VSMPX: LMESX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.81 vs. LMESX (4.96). VSMPX return over 5 years is better than : 84.96 vs. LMESX (46.69).
| LMESX | VSMPX | LMESX / VSMPX | |
| Total Expense Ratio | 0.56 | 0.02 | 2,800% |
| Annual Report Gross Expense Ratio | 0.56 | 0.02 | 2,800% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 12.989 | 13.029 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 2.02T | 0% |
| Annual Yield % from dividends | 0.72 | 1.15 | 62% |
| Returns for 1 year | 4.96 | 13.81 | 36% |
| Returns for 3 years | 44.34 | 76.12 | 58% |
| Returns for 5 years | 46.69 | 84.96 | 55% |
| Returns for 10 years | 104.62 | 215.53 | 49% |
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