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LMPIX vs VSMPX
LMPIX vs VSMPX Comparison
Open Charts LMPIX vs VSMPX
ClearBridge Appreciation FI
Price$39.67
Change-$0.63 (-1.56%)
VolumeN/A
Net Assets9.75B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
LMPIX vs VSMPX Comparison Chart in %
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LMPIX vs. VSMPX 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 LMPIX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. LMPIX (9.75B). VSMPX pays higher dividends than LMPIX: VSMPX (1.12) vs LMPIX (0.34). 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 : 13.44 vs. LMPIX (4.54). VSMPX return over 5 years is better than : 84.08 vs. LMPIX (42.00).
| 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 | 14.880 | 15.994 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75B | 2.05T | 0% |
| Annual Yield % from dividends | 0.34 | 1.12 | 30% |
| Returns for 1 year | 4.54 | 13.44 | 34% |
| Returns for 3 years | 36.95 | 68.30 | 54% |
| Returns for 5 years | 42.00 | 84.08 | 50% |
| Returns for 10 years | 104.73 | 225.48 | 46% |
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