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LMPIX vs VTSMX
LMPIX vs VTSMX Comparison
Open Charts LMPIX vs VTSMX
ClearBridge Appreciation FI
Price$36.18
Change-$0.37 (-1.01%)
VolumeN/A
Net Assets9.03B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
LMPIX vs VTSMX Comparison Chart
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LMPIX vs. VTSMX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. LMPIX (9.03B). VTSMX pays higher dividends than LMPIX: VTSMX (1.18) vs LMPIX (0.37). LMPIX was incepted earlier than VTSMX: LMPIX (16 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 : 10.06 vs. LMPIX (2.41). VTSMX return over 5 years is better than : 91.36 vs. LMPIX (51.65).
| LMPIX | VTSMX | LMPIX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.00 | 0.14 | 714% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 3.136 | 1.349 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.03B | 1.82T | 0% |
| Annual Yield % from dividends | 0.37 | 1.18 | 31% |
| Returns for 1 year | 2.41 | 10.06 | 24% |
| Returns for 3 years | 32.37 | 57.59 | 56% |
| Returns for 5 years | 51.65 | 91.36 | 57% |
| Returns for 10 years | 80.64 | 178.92 | 45% |
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