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LMPIX vs VSMPX
LMPIX vs VSMPX Comparison
Open Charts LMPIX vs VSMPX
ClearBridge Appreciation FI
Price$35.11
Change-$0.33 (-0.93%)
VolumeN/A
Net Assets8.47B
Vanguard Total Stock Mkt Idx Instl Pls
Price$306.87
Change-$3.46 (-1.11%)
VolumeN/A
Net Assets2.06T
LMPIX vs VSMPX Comparison Chart in %
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LMPIX vs. VSMPX commentary
Dec 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 LMPIX is a Hold and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. LMPIX (8.47B). VSMPX pays higher dividends than LMPIX: VSMPX (1.12) vs LMPIX (0.33). LMPIX was incepted earlier than VSMPX: LMPIX (17 years) vs VSMPX (11 years). LMPIX (1.00) is less costly to investors than VSMPX (0.02). LMPIX is a more actively managed with annual turnover of: 17.00 vs. VSMPX (2.00). LMPIX has a lower initial minimum investment than VSMPX: LMPIX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 12.70 vs. LMPIX (2.41). VSMPX return over 5 years is better than : 79.39 vs. LMPIX (43.57).
| LMPIX | VSMPX | LMPIX / VSMPX | |
| Total Expense Ratio | 1.00 | 0.02 | 5,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.02 | 5,000% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 14.396 | 17.371 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 2.06T | 0% |
| Annual Yield % from dividends | 0.33 | 1.12 | 30% |
| Returns for 1 year | 2.41 | 12.70 | 19% |
| Returns for 3 years | 34.66 | 70.86 | 49% |
| Returns for 5 years | 43.57 | 79.39 | 55% |
| Returns for 10 years | 110.83 | 230.39 | 48% |
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