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LMESX vs VTSMX
LMESX vs VTSMX Comparison
Open Charts LMESX vs VTSMX
ClearBridge Appreciation IS
Price$39.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.66B
Vanguard Total Stock Mkt Idx I
Price$164.01
Change+$0.25 (+0.15%)
VolumeN/A
Net Assets2.05T
LMESX vs VTSMX Comparison Chart in %
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LMESX vs. VTSMX commentary
Dec 05, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. LMESX (9.66B). VTSMX pays higher dividends than LMESX: VTSMX (1.02) vs LMESX (0.70). LMESX was incepted earlier than VTSMX: LMESX (17 years) vs VTSMX (34 years). LMESX (0.56) is less costly to investors than VTSMX (0.14). LMESX is a more actively managed with annual turnover of: 17.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LMESX: VTSMX (3000) vs LMESX (1000000). VTSMX annual gain was more profitable for investors over the last year : 12.11 vs. LMESX (3.17). VTSMX return over 5 years is better than : 76.45 vs. LMESX (45.43).
| LMESX | VTSMX | LMESX / VTSMX | |
| Total Expense Ratio | 0.56 | 0.14 | 400% |
| Annual Report Gross Expense Ratio | 0.56 | 0.14 | 400% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 15.135 | 16.213 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.66B | 2.05T | 0% |
| Annual Yield % from dividends | 0.70 | 1.02 | 69% |
| Returns for 1 year | 3.17 | 12.11 | 26% |
| Returns for 3 years | 33.97 | 65.43 | 52% |
| Returns for 5 years | 45.43 | 76.45 | 59% |
| Returns for 10 years | 101.92 | 225.03 | 45% |
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