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LMPPX vs VSMPX
LMPPX vs VSMPX Comparison
Open Charts LMPPX vs VSMPX
ClearBridge Appreciation R
Price$38.25
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets9.49B
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
LMPPX vs VSMPX Comparison Chart in %
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LMPPX vs. VSMPX 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 LMPPX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. LMPPX (9.49B). VSMPX pays higher dividends than LMPPX: VSMPX (1.20) 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 : 16.22 vs. LMPPX (7.19). VSMPX return over 5 years is better than : 85.90 vs. LMPPX (43.64).
| 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 | 10.135 | 9.284 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.49B | 1.91T | 0% |
| Annual Yield % from dividends | 0.09 | 1.20 | 8% |
| Returns for 1 year | 7.19 | 16.22 | 44% |
| Returns for 3 years | 23.61 | 46.86 | 50% |
| Returns for 5 years | 43.64 | 85.90 | 51% |
| Returns for 10 years | 87.65 | 193.56 | 45% |
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