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LMESX vs VTSMX
LMESX vs VTSMX Comparison
Open Charts LMESX vs VTSMX
ClearBridge Appreciation IS
Price$38.51
Change+$0.33 (+0.86%)
VolumeN/A
Net Assets9.52B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
LMESX vs VTSMX Comparison Chart in %
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LMESX vs. VTSMX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. LMESX (9.52B). VTSMX pays higher dividends than LMESX: VTSMX (1.07) vs LMESX (0.73). LMESX was incepted earlier than VTSMX: LMESX (17 years) vs VTSMX (33 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 : 18.03 vs. LMESX (8.29). VTSMX return over 5 years is better than : 84.94 vs. LMESX (46.53).
| 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 | 33 years | - |
| Gain YTD | 11.250 | 10.330 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 1.95T | 0% |
| Annual Yield % from dividends | 0.73 | 1.07 | 69% |
| Returns for 1 year | 8.29 | 18.03 | 46% |
| Returns for 3 years | 37.56 | 63.63 | 59% |
| Returns for 5 years | 46.53 | 84.94 | 55% |
| Returns for 10 years | 109.19 | 224.15 | 49% |
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