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LMESX vs VSTSX
LMESX vs VSTSX Comparison
Open Charts LMESX vs VSTSX
ClearBridge Appreciation IS
Price$39.17
Change-$0.62 (-1.56%)
VolumeN/A
Net Assets9.75B
Vanguard Total Stock Mkt Idx Instl Sel
Price$316.26
Change-$5.64 (-1.75%)
VolumeN/A
Net Assets2.05T
LMESX vs VSTSX Comparison Chart in %
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LMESX vs. VSTSX commentary
Nov 14, 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.05T vs. LMESX (9.75B). VSTSX pays higher dividends than LMESX: VSTSX (1.13) vs LMESX (0.71). LMESX was incepted earlier than VSTSX: LMESX (17 years) vs VSTSX (9 years). LMESX (0.56) is less costly to investors than VSTSX (0.01). LMESX is a more actively managed with annual turnover of: 17.00 vs. VSTSX (2.00). LMESX has a lower initial minimum investment than VSTSX: LMESX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 11.53 vs. LMESX (3.12). VSTSX return over 5 years is better than : 80.90 vs. LMESX (42.29).
| LMESX | VSTSX | LMESX / VSTSX | |
| Total Expense Ratio | 0.56 | 0.01 | 5,600% |
| Annual Report Gross Expense Ratio | 0.56 | 0.01 | 5,600% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 13.569 | 13.963 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75B | 2.05T | 0% |
| Annual Yield % from dividends | 0.71 | 1.13 | 63% |
| Returns for 1 year | 3.12 | 11.53 | 27% |
| Returns for 3 years | 37.18 | 66.99 | 56% |
| Returns for 5 years | 42.29 | 80.90 | 52% |
| Returns for 10 years | 103.10 | N/A | - |
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