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LMPIX vs VTSAX
LMPIX vs VTSAX Comparison
Open Charts LMPIX vs VTSAX
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.
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).
| 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 | 17 years | 25 years | - |
| Gain YTD | 7.925 | 6.416 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33B | 1.82T | 1% |
| Annual Yield % from dividends | 0.36 | 1.21 | 29% |
| Returns for 1 year | 5.38 | 13.89 | 39% |
| Returns for 3 years | 34.78 | 62.12 | 56% |
| Returns for 5 years | 54.28 | 95.62 | 57% |
| Returns for 10 years | 90.76 | 198.69 | 46% |
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