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LMPPX vs VSMPX
LMPPX vs VSMPX Comparison
Open Charts LMPPX vs VSMPX
ClearBridge Appreciation R
Price$39.02
Change+$0.22 (+0.57%)
VolumeN/A
Net Assets9.58B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
LMPPX vs VSMPX Comparison Chart in %
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LMPPX vs. VSMPX commentary
Oct 19, 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 Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. LMPPX (9.58B). VSMPX pays higher dividends than LMPPX: VSMPX (1.15) 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 : 13.81 vs. LMPPX (4.27). VSMPX return over 5 years is better than : 84.96 vs. LMPPX (41.90).
| 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 | 12.352 | 13.029 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.58B | 2.02T | 0% |
| Annual Yield % from dividends | 0.09 | 1.15 | 8% |
| Returns for 1 year | 4.27 | 13.81 | 31% |
| Returns for 3 years | 41.52 | 76.12 | 55% |
| Returns for 5 years | 41.90 | 84.96 | 49% |
| Returns for 10 years | 95.73 | 215.53 | 44% |
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