LMPPX
Price
$35.78
Change
-$0.37 (-1.02%)
Updated
Jun 13 closing price
Net Assets
8.94B
VSMPX
Price
$268.13
Change
-$3.17 (-1.17%)
Updated
Jun 13 closing price
Net Assets
1.82T
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LMPPX vs VSMPX

Header iconLMPPX vs VSMPX Comparison
Open Charts LMPPX vs VSMPXBanner chart's image
ClearBridge Appreciation R
Price$35.78
Change-$0.37 (-1.02%)
VolumeN/A
Net Assets8.94B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
LMPPX vs VSMPX Comparison Chart
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VS
LMPPX vs. VSMPX commentary
Jun 16, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. LMPPX (8.94B). VSMPX pays higher dividends than LMPPX: VSMPX (1.29) vs LMPPX (0.10). LMPPX was incepted earlier than VSMPX: LMPPX (18 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 : 10.08 vs. LMPPX (2.09). VSMPX return over 5 years is better than : 91.46 vs. LMPPX (49.30).
LMPPXVSMPXLMPPX / VSMPX
Total Expense Ratio1.240.026,200%
Annual Report Gross Expense Ratio1.240.026,200%
Fund Existence18 years10 years-
Gain YTD3.0231.374220%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.94B1.82T0%
Annual Yield % from dividends0.101.298%
Returns for 1 year2.0910.0821%
Returns for 3 years31.1357.6654%
Returns for 5 years49.3091.4654%
Returns for 10 years76.29170.6745%
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