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LMPPX vs VTSAX
LMPPX vs VTSAX Comparison
Open Charts LMPPX vs VTSAX
ClearBridge Appreciation R
Price$38.25
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets9.49B
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
LMPPX vs VTSAX Comparison Chart in %
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LMPPX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. LMPPX (9.49B). VTSAX pays higher dividends than LMPPX: VTSAX (1.18) vs LMPPX (0.09). LMPPX was incepted earlier than VTSAX: LMPPX (19 years) vs VTSAX (25 years). LMPPX (1.24) is less costly to investors than VTSAX (0.04). LMPPX is a more actively managed with annual turnover of: 17.00 vs. VTSAX (2.00). LMPPX has a lower initial minimum investment than VTSAX: LMPPX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 16.22 vs. LMPPX (7.19). VTSAX return over 5 years is better than : 85.86 vs. LMPPX (43.64).
| LMPPX | VTSAX | LMPPX / VTSAX | |
| Total Expense Ratio | 1.24 | 0.04 | 3,100% |
| Annual Report Gross Expense Ratio | 1.24 | 0.04 | 3,100% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 10.135 | 9.275 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.49B | 1.91T | 0% |
| Annual Yield % from dividends | 0.09 | 1.18 | 8% |
| Returns for 1 year | 7.19 | 16.22 | 44% |
| Returns for 3 years | 23.61 | 46.82 | 50% |
| Returns for 5 years | 43.64 | 85.86 | 51% |
| Returns for 10 years | 87.65 | 203.17 | 43% |
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