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LMPIX vs VSMPX
LMPIX vs VSMPX Comparison
Open Charts LMPIX vs VSMPX
ClearBridge Appreciation FI
Price$39.36
Change+$0.21 (+0.54%)
VolumeN/A
Net Assets9.57B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.79
Change+$1.87 (+0.63%)
VolumeN/A
Net Assets1.95T
LMPIX vs VSMPX Comparison Chart in %
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LMPIX vs. VSMPX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. LMPIX (9.57B). VSMPX pays higher dividends than LMPIX: VSMPX (1.17) 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 : 15.65 vs. LMPIX (6.17). VSMPX return over 5 years is better than : 96.68 vs. LMPIX (50.81).
| 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 | 10 years | - |
| Gain YTD | 12.201 | 12.983 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.57B | 1.95T | 0% |
| Annual Yield % from dividends | 0.35 | 1.17 | 30% |
| Returns for 1 year | 6.17 | 15.65 | 39% |
| Returns for 3 years | 47.35 | 80.38 | 59% |
| Returns for 5 years | 50.81 | 96.68 | 53% |
| Returns for 10 years | 115.56 | 239.66 | 48% |
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