LMPIX
Price
$38.69
Change
-$0.08 (-0.21%)
Updated
Aug 15 closing price
Net Assets
9.49B
VSMPX
Price
$289.01
Change
-$0.76 (-0.26%)
Updated
Aug 15 closing price
Net Assets
1.91T
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LMPIX vs VSMPX

Header iconLMPIX vs VSMPX Comparison
Open Charts LMPIX vs VSMPXBanner chart's image
ClearBridge Appreciation FI
Price$38.69
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets9.49B
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
LMPIX vs VSMPX Comparison Chart in %
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VS
LMPIX vs. VSMPX commentary
Aug 18, 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 StrongBuy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. LMPIX (9.49B). VSMPX pays higher dividends than LMPIX: VSMPX (1.20) vs LMPIX (0.35). LMPIX was incepted earlier than VSMPX: LMPIX (17 years) vs VSMPX (10 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 : 16.22 vs. LMPIX (7.48). VSMPX return over 5 years is better than : 85.90 vs. LMPIX (45.90).
LMPIXVSMPXLMPIX / VSMPX
Total Expense Ratio1.000.025,000%
Annual Report Gross Expense Ratio1.000.025,000%
Fund Existence17 years10 years-
Gain YTD10.2919.284111%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.49B1.91T0%
Annual Yield % from dividends0.351.2029%
Returns for 1 year7.4816.2246%
Returns for 3 years24.7646.8653%
Returns for 5 years45.9085.9053%
Returns for 10 years92.16193.5648%
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