LMPIX
Price
$38.69
Change
-$0.08 (-0.21%)
Updated
Aug 15 closing price
Net Assets
9.49B
VTSMX
Price
$154.00
Change
-$0.41 (-0.27%)
Updated
Aug 15 closing price
Net Assets
1.91T
Interact to see
Advertisement

LMPIX vs VTSMX

Header iconLMPIX vs VTSMX Comparison
Open Charts LMPIX vs VTSMXBanner chart's image
ClearBridge Appreciation FI
Price$38.69
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets9.49B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
LMPIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
LMPIX vs. VTSMX commentary
Aug 18, 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 VTSMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LMPIX (9.49B). VTSMX pays higher dividends than LMPIX: VTSMX (1.09) vs LMPIX (0.35). LMPIX was incepted earlier than VTSMX: LMPIX (17 years) vs VTSMX (33 years). LMPIX (1.00) is less costly to investors than VTSMX (0.14). LMPIX is a more actively managed with annual turnover of: 17.00 vs. VTSMX (2.00). LMPIX has a lower initial minimum investment than VTSMX: LMPIX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. LMPIX (7.48). VTSMX return over 5 years is better than : 85.82 vs. LMPIX (45.90).
LMPIXVTSMXLMPIX / VTSMX
Total Expense Ratio1.000.14714%
Annual Report Gross Expense Ratio1.000.14714%
Fund Existence17 years33 years-
Gain YTD10.2919.266111%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.49B1.91T0%
Annual Yield % from dividends0.351.0932%
Returns for 1 year7.4816.2146%
Returns for 3 years24.7646.8053%
Returns for 5 years45.9085.8253%
Returns for 10 years92.16202.5446%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
AGRI3.220.16
+5.23%
AgriFORCE Growing Systems Ltd
DVA135.380.99
+0.74%
DaVita
SDRL29.01N/A
N/A
Seadrill Limited
RIBB10.19N/A
N/A
Ribbon Acquisition Corp
FRBA15.75-0.25
-1.56%
First Bank