Interact to see
Advertisement
Advertisement
LMPIX vs VSTSX
LMPIX vs VSTSX Comparison
Open Charts LMPIX vs VSTSX
ClearBridge Appreciation FI
Price$39.67
Change-$0.63 (-1.56%)
VolumeN/A
Net Assets9.75B
Vanguard Total Stock Mkt Idx Instl Sel
Price$316.26
Change-$5.64 (-1.75%)
VolumeN/A
Net Assets2.05T
LMPIX vs VSTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMPIX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.05T vs. LMPIX (9.75B). VSTSX pays higher dividends than LMPIX: VSTSX (1.13) vs LMPIX (0.34). LMPIX was incepted earlier than VSTSX: LMPIX (17 years) vs VSTSX (9 years). LMPIX (1.00) is less costly to investors than VSTSX (0.01). LMPIX is a more actively managed with annual turnover of: 17.00 vs. VSTSX (2.00). LMPIX has a lower initial minimum investment than VSTSX: LMPIX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 11.53 vs. LMPIX (4.54). VSTSX return over 5 years is better than : 80.90 vs. LMPIX (42.00).
| LMPIX | VSTSX | LMPIX / VSTSX | |
| Total Expense Ratio | 1.00 | 0.01 | 10,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.01 | 10,000% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 14.880 | 13.963 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75B | 2.05T | 0% |
| Annual Yield % from dividends | 0.34 | 1.13 | 30% |
| Returns for 1 year | 4.54 | 11.53 | 39% |
| Returns for 3 years | 36.95 | 66.99 | 55% |
| Returns for 5 years | 42.00 | 80.90 | 52% |
| Returns for 10 years | 104.73 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers