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LMPIX vs VTSMX
LMPIX vs VTSMX Comparison
Open Charts LMPIX vs VTSMX
ClearBridge Appreciation FI
Price$39.67
Change-$0.63 (-1.56%)
VolumeN/A
Net Assets9.75B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
LMPIX vs VTSMX Comparison Chart in %
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LMPIX vs. VTSMX commentary
Nov 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 Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. LMPIX (9.75B). VTSMX pays higher dividends than LMPIX: VTSMX (1.02) vs LMPIX (0.34). LMPIX was incepted earlier than VTSMX: LMPIX (17 years) vs VTSMX (34 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 : 13.42 vs. LMPIX (4.54). VTSMX return over 5 years is better than : 83.98 vs. LMPIX (42.00).
| LMPIX | VTSMX | LMPIX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.00 | 0.14 | 714% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 14.880 | 15.972 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75B | 2.05T | 0% |
| Annual Yield % from dividends | 0.34 | 1.02 | 33% |
| Returns for 1 year | 4.54 | 13.42 | 34% |
| Returns for 3 years | 36.95 | 68.22 | 54% |
| Returns for 5 years | 42.00 | 83.98 | 50% |
| Returns for 10 years | 104.73 | 235.40 | 44% |
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