LMPIX
Price
$38.40
Change
+$0.08 (+0.21%)
Updated
Jul 25 closing price
Net Assets
9.43B
VTSAX
Price
$152.65
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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LMPIX vs VTSAX

Header iconLMPIX vs VTSAX Comparison
Open Charts LMPIX vs VTSAXBanner chart's image
ClearBridge Appreciation FI
Price$38.40
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets9.43B
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
LMPIX vs VTSAX Comparison Chart in %
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LMPIX vs. VTSAX commentary
Jul 27, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. LMPIX (9.44B). VTSAX pays higher dividends than LMPIX: VTSAX (1.21) vs LMPIX (0.36). LMPIX was incepted earlier than VTSAX: LMPIX (17 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 : 17.75 vs. LMPIX (9.15). VTSAX return over 5 years is better than : 93.55 vs. LMPIX (52.07).
LMPIXVTSAXLMPIX / VTSAX
Total Expense Ratio1.000.042,500%
Annual Report Gross Expense Ratio1.000.042,500%
Fund Existence17 years25 years-
Gain YTD9.4648.289114%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.44B1.91T0%
Annual Yield % from dividends0.361.2129%
Returns for 1 year9.1517.7552%
Returns for 3 years34.7360.6357%
Returns for 5 years52.0793.5556%
Returns for 10 years90.63201.6445%
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