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LMESX vs VSMPX
LMESX vs VSMPX Comparison
Open Charts LMESX vs VSMPX
ClearBridge Appreciation IS
Price$37.31
Change+$0.34 (+0.92%)
VolumeN/A
Net Assets9.33B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
LMESX vs VSMPX Comparison Chart in %
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LMESX vs. VSMPX commentary
Jul 07, 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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. LMESX (9.33B). VSMPX pays higher dividends than LMESX: VSMPX (1.22) vs LMESX (0.76). 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 : 13.90 vs. LMESX (5.74). VSMPX return over 5 years is better than : 95.69 vs. LMESX (57.05).
| 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 | 8.176 | 6.426 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33B | 1.82T | 1% |
| Annual Yield % from dividends | 0.76 | 1.22 | 62% |
| Returns for 1 year | 5.74 | 13.90 | 41% |
| Returns for 3 years | 36.13 | 62.17 | 58% |
| Returns for 5 years | 57.05 | 95.69 | 60% |
| Returns for 10 years | 94.67 | 189.21 | 50% |
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