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LMPIX vs VTSMX
LMPIX vs VTSMX Comparison
Open Charts LMPIX vs VTSMX
ClearBridge Appreciation FI
Price$37.86
Change+$0.35 (+0.93%)
VolumeN/A
Net Assets9.33B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
LMPIX vs VTSMX Comparison Chart in %
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LMPIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. LMPIX (9.33B). VTSMX pays higher dividends than LMPIX: VTSMX (1.12) vs LMPIX (0.36). 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 : 13.89 vs. LMPIX (5.38). VTSMX return over 5 years is better than : 95.59 vs. LMPIX (54.28).
| 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 | 33 years | - |
| Gain YTD | 7.925 | 6.421 | 123% |
| 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 | 1.12 | 32% |
| Returns for 1 year | 5.38 | 13.89 | 39% |
| Returns for 3 years | 34.78 | 62.08 | 56% |
| Returns for 5 years | 54.28 | 95.59 | 57% |
| Returns for 10 years | 90.76 | 198.05 | 46% |
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