Interact to see
Advertisement
Advertisement
LMPIX vs VTSAX
LMPIX vs VTSAX Comparison
Open Charts LMPIX vs VTSAX
ClearBridge Appreciation FI
Price$35.11
Change-$0.33 (-0.93%)
VolumeN/A
Net Assets8.47B
Vanguard Total Stock Mkt Idx Adm
Price$163.56
Change-$1.84 (-1.11%)
VolumeN/A
Net Assets2.06T
LMPIX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMPIX vs. VTSAX commentary
Dec 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 Hold and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. LMPIX (8.47B). VTSAX pays higher dividends than LMPIX: VTSAX (1.11) vs LMPIX (0.33). 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 : 12.69 vs. LMPIX (2.41). VTSAX return over 5 years is better than : 79.34 vs. LMPIX (43.57).
| 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 | 14.396 | 17.358 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 2.06T | 0% |
| Annual Yield % from dividends | 0.33 | 1.11 | 30% |
| Returns for 1 year | 2.41 | 12.69 | 19% |
| Returns for 3 years | 34.66 | 70.82 | 49% |
| Returns for 5 years | 43.57 | 79.34 | 55% |
| Returns for 10 years | 110.83 | 241.23 | 46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ASVYX | 10.53 | 0.08 | +0.77% |
| American Century Small Cap Value Y | |||
| CFIHX | 81.54 | 0.29 | +0.36% |
| American Funds Capital Income Bldr F3 | |||
| ARTTX | 25.30 | 0.09 | +0.36% |
| Artisan Focus Fund Investor | |||
| EIFGX | 32.78 | N/A | N/A |
| Eaton Vance Focused Growth Opps I | |||
| CMJIX | 44.47 | -1.58 | -3.43% |
| Calvert US Mid Cap Core Rspnb Idx I | |||