Interact to see
Advertisement
Advertisement
LMESX vs VTSAX
LMESX vs VTSAX Comparison
Open Charts LMESX vs VTSAX
ClearBridge Appreciation IS
Price$35.64
Change-$0.37 (-1.03%)
VolumeN/A
Net Assets8.94B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
LMESX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LMESX vs. VTSAX commentary
Jun 16, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. LMESX (8.94B). VTSAX pays higher dividends than LMESX: VTSAX (1.28) vs LMESX (0.79). LMESX was incepted earlier than VTSAX: LMESX (17 years) vs VTSAX (25 years). LMESX (0.56) is less costly to investors than VTSAX (0.04). LMESX is a more actively managed with annual turnover of: 17.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than LMESX: VTSAX (3000) vs LMESX (1000000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. LMESX (2.71). VTSAX return over 5 years is better than : 91.40 vs. LMESX (54.29).
| LMESX | VTSAX | LMESX / VTSAX | |
| Total Expense Ratio | 0.56 | 0.04 | 1,400% |
| Annual Report Gross Expense Ratio | 0.56 | 0.04 | 1,400% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 3.334 | 1.365 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 1.82T | 0% |
| Annual Yield % from dividends | 0.79 | 1.28 | 61% |
| Returns for 1 year | 2.71 | 10.07 | 27% |
| Returns for 3 years | 33.69 | 57.61 | 58% |
| Returns for 5 years | 54.29 | 91.40 | 59% |
| Returns for 10 years | 84.26 | 179.53 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement