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LMPPX vs VTSAX
LMPPX vs VTSAX Comparison
Open Charts LMPPX vs VTSAX
ClearBridge Appreciation R
Price$38.59
Change+$0.33 (+0.86%)
VolumeN/A
Net Assets9.52B
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
LMPPX vs VTSAX Comparison Chart in %
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LMPPX vs. VTSAX commentary
Sep 09, 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: 1.95T vs. LMPPX (9.52B). VTSAX pays higher dividends than LMPPX: VTSAX (1.16) 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 : 18.04 vs. LMPPX (7.60). VTSAX return over 5 years is better than : 84.96 vs. LMPPX (41.76).
| 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 | 10.711 | 10.346 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 1.95T | 0% |
| Annual Yield % from dividends | 0.09 | 1.16 | 8% |
| Returns for 1 year | 7.60 | 18.04 | 42% |
| Returns for 3 years | 34.89 | 63.66 | 55% |
| Returns for 5 years | 41.76 | 84.96 | 49% |
| Returns for 10 years | 100.11 | 224.91 | 45% |
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