Interact to see
Advertisement
Advertisement
LMPPX vs VSTSX
LMPPX vs VSTSX Comparison
Open Charts LMPPX vs VSTSX
ClearBridge Appreciation R
Price$38.25
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets9.49B
Vanguard Total Stock Mkt Idx Instl Sel
Price$303.34
Change-$0.81 (-0.27%)
VolumeN/A
Net Assets1.91T
LMPPX vs VSTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMPPX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. LMPPX (9.49B). VSTSX pays higher dividends than LMPPX: VSTSX (1.20) vs LMPPX (0.09). LMPPX was incepted earlier than VSTSX: LMPPX (19 years) vs VSTSX (9 years). LMPPX (1.24) is less costly to investors than VSTSX (0.01). LMPPX is a more actively managed with annual turnover of: 17.00 vs. VSTSX (2.00). LMPPX has a lower initial minimum investment than VSTSX: LMPPX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 16.23 vs. LMPPX (7.19). VSTSX return over 5 years is better than : 85.95 vs. LMPPX (43.64).
| LMPPX | VSTSX | LMPPX / VSTSX | |
| Total Expense Ratio | 1.24 | 0.01 | 12,400% |
| Annual Report Gross Expense Ratio | 1.24 | 0.01 | 12,400% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 10.135 | 9.284 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| 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 | 16.23 | 44% |
| Returns for 3 years | 23.61 | 46.90 | 50% |
| Returns for 5 years | 43.64 | 85.95 | 51% |
| Returns for 10 years | 87.65 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement