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LMPIX vs VTSAX
LMPIX vs VTSAX Comparison
Open Charts LMPIX vs VTSAX
ClearBridge Appreciation FI
Price$36.18
Change-$0.37 (-1.01%)
VolumeN/A
Net Assets9.03B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
LMPIX vs VTSAX Comparison Chart
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LMPIX vs. VTSAX commentary
Jun 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. LMPIX (9.03B). VTSAX pays higher dividends than LMPIX: VTSAX (1.28) vs LMPIX (0.37). LMPIX was incepted earlier than VTSAX: LMPIX (16 years) vs VTSAX (25 years). LMPIX (1.00) is less costly to investors than VTSAX (0.04). LMPIX is a more actively managed with annual turnover of: 17.00 vs. VTSAX (2.00). LMPIX has a lower initial minimum investment than VTSAX: LMPIX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. LMPIX (2.41). VTSAX return over 5 years is better than : 91.40 vs. LMPIX (51.65).
| LMPIX | VTSAX | LMPIX / VTSAX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.00 | 0.04 | 2,500% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 3.136 | 1.365 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.03B | 1.82T | 0% |
| Annual Yield % from dividends | 0.37 | 1.28 | 29% |
| Returns for 1 year | 2.41 | 10.07 | 24% |
| Returns for 3 years | 32.37 | 57.61 | 56% |
| Returns for 5 years | 51.65 | 91.40 | 57% |
| Returns for 10 years | 80.64 | 179.53 | 45% |
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