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LMESX vs VTSMX
LMESX vs VTSMX Comparison
Open Charts LMESX vs VTSMX
ClearBridge Appreciation IS
Price$39.17
Change-$0.62 (-1.56%)
VolumeN/A
Net Assets9.75B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
LMESX vs VTSMX Comparison Chart in %
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LMESX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. LMESX (9.75B). VTSMX pays higher dividends than LMESX: VTSMX (1.02) vs LMESX (0.71). 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 : 11.51 vs. LMESX (3.12). VTSMX return over 5 years is better than : 80.75 vs. LMESX (42.29).
| 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 | 13.569 | 13.935 | 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 | 1.02 | 70% |
| Returns for 1 year | 3.12 | 11.51 | 27% |
| Returns for 3 years | 37.18 | 66.86 | 56% |
| Returns for 5 years | 42.29 | 80.75 | 52% |
| Returns for 10 years | 103.10 | 224.94 | 46% |
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