LMPIX
Price
$37.86
Change
+$0.35 (+0.93%)
Updated
Jul 3 closing price
Net Assets
9.33B
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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LMPIX vs VTSAX

Header iconLMPIX vs VTSAX Comparison
Open Charts LMPIX vs VTSAXBanner chart's image
ClearBridge Appreciation FI
Price$37.86
Change+$0.35 (+0.93%)
VolumeN/A
Net Assets9.33B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
LMPIX vs VTSAX Comparison Chart in %
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LMPIX vs. VTSAX commentary
Jul 07, 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: 1.82T vs. LMPIX (9.33B). 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 : 13.89 vs. LMPIX (5.38). VTSAX return over 5 years is better than : 95.62 vs. LMPIX (54.28).
LMPIXVTSAXLMPIX / VTSAX
Total Expense Ratio1.000.042,500%
Annual Report Gross Expense Ratio1.000.042,500%
Fund Existence17 years25 years-
Gain YTD7.9256.416124%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.33B1.82T1%
Annual Yield % from dividends0.361.2129%
Returns for 1 year5.3813.8939%
Returns for 3 years34.7862.1256%
Returns for 5 years54.2895.6257%
Returns for 10 years90.76198.6946%
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