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LMPFX vs VTSMX
LMPFX vs VTSMX Comparison
Open Charts LMPFX vs VTSMX
ClearBridge Growth FI
Price$111.92
Change-$2.96 (-2.58%)
VolumeN/A
Net Assets4.47B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
LMPFX vs VTSMX Comparison Chart in %
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LMPFX 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 LMPFX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. LMPFX (4.47B). VTSMX pays higher dividends than LMPFX: VTSMX (1.02) vs LMPFX (0.00). LMPFX was incepted earlier than VTSMX: LMPFX (19 years) vs VTSMX (34 years). LMPFX (1.16) is less costly to investors than VTSMX (0.14). LMPFX is a more actively managed with annual turnover of: 22.00 vs. VTSMX (2.00). LMPFX has a lower initial minimum investment than VTSMX: LMPFX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. LMPFX (-6.87). VTSMX return over 5 years is better than : 83.98 vs. LMPFX (-38.31).
| LMPFX | VTSMX | LMPFX / VTSMX | |
| Total Expense Ratio | 1.16 | 0.14 | 829% |
| Annual Report Gross Expense Ratio | 1.16 | 0.14 | 829% |
| Fund Existence | 19 years | 34 years | - |
| Gain YTD | 15.214 | 15.972 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -6.87 | 13.42 | -51% |
| Returns for 3 years | -2.63 | 68.22 | -4% |
| Returns for 5 years | -38.31 | 83.98 | -46% |
| Returns for 10 years | -40.31 | 235.40 | -17% |
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