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LMESX vs VTSAX
LMESX vs VTSAX Comparison
Open Charts LMESX vs VTSAX
ClearBridge Appreciation IS
Price$39.17
Change-$0.62 (-1.56%)
VolumeN/A
Net Assets9.75B
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
LMESX vs VTSAX Comparison Chart in %
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LMESX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. LMESX (9.75B). VTSAX pays higher dividends than LMESX: VTSAX (1.11) vs LMESX (0.71). 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 : 11.52 vs. LMESX (3.12). VTSAX return over 5 years is better than : 80.80 vs. LMESX (42.29).
| 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 | 13.569 | 13.952 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75B | 2.05T | 0% |
| Annual Yield % from dividends | 0.71 | 1.11 | 64% |
| Returns for 1 year | 3.12 | 11.52 | 27% |
| Returns for 3 years | 37.18 | 66.89 | 56% |
| Returns for 5 years | 42.29 | 80.80 | 52% |
| Returns for 10 years | 103.10 | 225.71 | 46% |
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