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LMPPX vs VSMPX
LMPPX vs VSMPX Comparison
Open Charts LMPPX vs VSMPX
ClearBridge Appreciation R
Price$38.59
Change+$0.33 (+0.86%)
VolumeN/A
Net Assets9.52B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
LMPPX vs VSMPX Comparison Chart in %
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LMPPX vs. VSMPX commentary
Sep 09, 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 LMPPX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. LMPPX (9.52B). VSMPX pays higher dividends than LMPPX: VSMPX (1.17) vs LMPPX (0.09). LMPPX was incepted earlier than VSMPX: LMPPX (19 years) vs VSMPX (10 years). LMPPX (1.24) is less costly to investors than VSMPX (0.02). LMPPX is a more actively managed with annual turnover of: 17.00 vs. VSMPX (2.00). LMPPX has a lower initial minimum investment than VSMPX: LMPPX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.05 vs. LMPPX (7.60). VSMPX return over 5 years is better than : 85.03 vs. LMPPX (41.76).
| LMPPX | VSMPX | LMPPX / VSMPX | |
| Total Expense Ratio | 1.24 | 0.02 | 6,200% |
| Annual Report Gross Expense Ratio | 1.24 | 0.02 | 6,200% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 10.711 | 10.358 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 1.95T | 0% |
| Annual Yield % from dividends | 0.09 | 1.17 | 8% |
| Returns for 1 year | 7.60 | 18.05 | 42% |
| Returns for 3 years | 34.89 | 63.71 | 55% |
| Returns for 5 years | 41.76 | 85.03 | 49% |
| Returns for 10 years | 100.11 | 214.57 | 47% |
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